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To: xcr600 who wrote (20575)	4/19/1999 10:17:00 PM
From: Clint E.	Respond to of 68048

X, I don't like it. Why do you think QCOM created LWIN? I would rather buy QCOM instead of LWIN. At least with QCOM you know what you are getting. Clint

To: xcr600 who wrote (20575)	4/20/1999 3:38:00 AM
From: Johnny Canuck	Respond to of 68048

XCR600, I have to agree with Clint. I have not followed this company all that closely, but I own some as a result on my QCOM holdings. LWIN is essentially a holding company for the stock of the all the companies QCOM invested in to get CDMA off the ground. This company current strategy to grow will require it to burn large amounts of capital to win wireless licenses around the world. The resulting start ups will need to spend further money to install infrastructure. The resulting companies will be valued on subcriber growth rates not profits as the companies will lose money for the first few years. If they use the North American model each new subscriber they sign up will cost the carrier company money initially as the phones are subsidized and the set up is eaten by the carrier too. Their strategy depends on access to cheap risk capital and given the current volatile market conditions world wide that may not be possible. I tend to trade what I don't mind getting stuck with. Considering the run that this stock has had, there may be better stocks to chase as this time. Harry