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Technology Stocks : Leap Wireless International (LWIN) -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Vayda who wrote (164)	1/5/1999 10:20:00 AM
From: Clean	Respond to of 2737

having been a latecomer to qcom (about a year ago), my investment did nothing. when lwin went public, I sold qcom and sunk all of that into lwin including my spinoff shares. I've doubled that since then. so you can tell which i'm a bigger fan of. you're right, both qcom and lwin paint wonderful pictures. but I think lwin presents a better opportunity to play the CDMA story than qcom. at least right now. From an investment standpoint.

To: Jeff Vayda who wrote (164)	1/5/1999 1:17:00 PM
From: straight life	Read Replies (1) \| Respond to of 2737

In re: QCOM; I'm still awaiting the arrival of warm tummy. Heart break and heart burn are all the sensations of note. Daydreams catch me visualizing the arrival of vast amounts of hot air for Q, so that it could lose it's forbidding weight and float blissfully away into a cloudless blue, leaving me the richer.

To: Jeff Vayda who wrote (164)	1/5/1999 2:34:00 PM
From: Webster	Read Replies (1) \| Respond to of 2737

Jeff, I agree with your initial assessment of the 10k reading better for qcom. However with that said, I have been adding more LWIN to my holdings. I was rather confused on LWIN's business description in the 10k which seamed more like a project management company. My reason for owning LWIN is Harvey White, LWIN's CEO. Harvey did not get into this thing to build a business worth a couple hundred million dollars. I have always thought that LWIN would have to look more like an operating company versus a consulting company which would be very difficult for analyst to review. The acquisition of Chase is perhaps a first step towards being an operator. LWIN may also have a strategy to go to areas where cdma has not been saturated. Bell South's specific area comes to mind. Also keep in mind the knowledge which LWIN has of qcom's capabilities and potential new services could give LWIN a real competitive edge. Yes, LWIN is cut from the same cloth as Q. LWIn will have to learn how to market which may provide internal challenges. I anticipate new services to be offered by LWIN in Tenn will be a great start for them. Thanks Web.