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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Another John who wrote (2121)	5/22/1999 9:20:00 AM
From: Mike Buckley	Respond to of 54805

To everyone, especially Frank who I accidentally ignored about this: I think your pro forma earnings run rate fo the Q is pre split. Very true. I used the pre-split number because the published earnings estimate info I used was as of a date that was also pre-split. --Mike Buckley

To: Another John who wrote (2121)	5/22/1999 3:15:00 PM
From: marginmike	Respond to of 54805

Do not forget that the Q is at the threshhold of several very very lucrative business's. As many of you know Wireless Knowledge has imense potential, as does Non phone ASIC chips. For instence CDMA car radio Chips> if everything(appliances) will eventially be hooked on line then they will use communication chips. If CDMA is the standard, and ,most effient they will be used. We also have OmniTracs which is a very profitable(spinoffable) division, GSTRF which could(50/50) be very strong and Eudora. Eudora will be used to connect data service to individual users and will have alot of hidden value. Their position in LWIN will be valuable, as might be their position in nextwave. All in all the estimates going forward are baisacly for ASICS, Handsets, And omnitracs. There could be big upside surprises if something pans out!