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To: Glenn D. Rudolph who wrote (54662)	5/2/1999 8:06:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 164684

I'm waiting for a mkt setback. It may never come but thats my story and I'm sticking to it. BTW, back to the "rude and arrogant analysts" topic - I'm not done complaining about that - anyway just for giggles heres a suggestion for you. Put together a phony business plan and farm it out to the VCs in Silicon Valley. let me suggest Accel, Benchmark Capital etc. For a software project you are asking for about $5 mill. Somehow, just maybe, you might get in for a meeting with the gods of VC and then you can see for yourself what arrogance and rudeness is in exchange for these guys' good name and $5 mill. Of course just because they are a bunch of egomaniacs doesn't mean they know anything.... no sirree.... Patterson of Accel for example thought the entire enterprise application concept was poor - in 1991! (whoops!) Anyway I used to get called in on these things as a technical expert when enterprise software was hot. If I never see another silicon valley VC it will be too soon! I'll take the analysts thank you very much, at least in that case they want my $$ vs. the other way around!

To: Glenn D. Rudolph who wrote (54662)	5/3/1999 12:41:00 AM
From: radames	Read Replies (1) \| Respond to of 164684

glen ,,i have been in qcom for about five years and got in at 38$,,it is a great company that owns cdma which is going to be the new standard for mobile telecomunications,,it would always trade up yo 80 and the go right back down to 40,,,it only recently ran after settling their suit with ericisson,,,the reason it is trading so high is because they are working on a hand held phone that has net capability it is a great company with great company but the only concern i have at this point is that it is trading like a .com and it is a real company, imo i would buy in the 120 -130 range and keep in mind that it has usually traded down in the summer months,,i sold my shares at 147,,and have bought a small put position,,the funniest thing though is that ebay has a bigger market cap,,,figure that one ought !!!