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To: Ruffian who wrote (16454)	10/14/1998 3:57:00 PM
From: gdichaz	Respond to of 152472

I am not who the earnings prediction request was addressed to, but hope it is OK to throw in a view on earnings prospects. Suggest the burden of proof is actually on anyone who does not rpt does not expect ESP to rise starting with the next report. The basket case of Korea turns out to be a non CDMA basket case. Phones are being bought and services expanded in Korea itself rapidly despite hard times and Korea is now in an extremely competitive export position for CDMA products (phones et al) to the US, Latin America and the rest of Asia (including possibly China in the future). That is just one. The sky has not fallen re Korea in brief. Japan is reving up to build out CDMA with countrywide systems to be in place by next spring. The conversion of analog to CDMA in Australia is just one example of such conversions which include Bell Atlantic in the US. And on and on. Then there are the new Q phones which will be available for the holiday season. Sprint is expanding, as are CDMA networks around the world. Demand is increasing rapidly - much more rapidly than for GSM. And then there is the evolution of expanded data capabilities from IS - 95 to IS 95B, to IS 95C and then to CDMA 2000 wide band. And new powerful phones/appliances seem to be emerging from several suppliers for more efficient use of CDMA for data. Curious who has bad news to offer re throwing cold water on potential strong earnings growth through 1999 and what specifically is that bad news? Chaz