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To: SJS who wrote (8280)	4/20/1999 5:17:00 PM
From: Thean	Read Replies (1) \| Respond to of 14427

Sand, SEBL blew earning out by 5 cents! We shall see how the stock act tomorrow. By MERQ's standard, it should sell off to rediculous level post earning and then a slow rebound (today). If SEBL moves early, we may still have time to grab more CLFY. Don't have after market quote.

To: SJS who wrote (8280)	4/24/1999 6:27:00 PM
From: waverider	Read Replies (2) \| Respond to of 14427

Steve, QCOM is going to be one of those long term winners that will reward patient investors. If you are interested, the conference call number is 800-633-8284 #11944983 (I don't know if the recording is still valid, however). While the earnings news was wonderful, I had expected good news. They had been saying all along that they were producing and selling record numbers of phones. Coupled with the infrastructure sale and the patent dispute finalization, we were set up for a winner. The stock split next month is icing on the cake. CDMA is now recognized as the standard for wireless communication. No level of negative chatter will change that. During the conference call, we were told that a annualized $1.20 per quarter would be a good guide. All these things are what caused the stock to jump $54 in one day. The world is recognizing the true value. Unlike some of the internet companies, the Q has a solid record of earnings. Many continue to deny what is happening in the world in terms of technological change and their portfolios have suffered because of it. It has taken time for me to realize that even though the internuts APPEAR overvalued, the market is telling us the future. I see no reason not to go along and enjoy that future. While it will continue to be volatile, tech stocks (and communications/internets especially) are the real winners. Even considering the recent runup, the Q is still a good investment. We've got a solid franchise of the likes of MSFT and INTC. I've learned in the past never to bet against the greatest companies in the world. QCOM is now joining their ranks. The nice thing about all this is that I now have enough money from the QCOM appreciation to build that private school I've always wanted to start. Won't make money there, but what a great way to spend it. Plan on holding my core QCOM position, however, for a VERY LONG TIME. Those options I've been buying on recent dips are going to be providing a needed service in my community. Take Care, Rick <H>