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To: Mark Oliver who wrote (216)	9/21/1999 11:41:00 PM
From: Eric L	Read Replies (1) of 332

Mark, << Any ideas yet if Taiwan earthquake will disrupt things for SIM's or cell phones in general? >> A follow up lifted from the Qualcomm - Write What You Like thread "Companies like Motorola (MOT) and Qualcomm (QCOM), which have limited exposure to Taiwanese foundries, will lose less than 2% and 1% of their total revenue, respectively, according to Merrill's Michael Ching. "Overall, we see only a modest impact from the earthquake and reiterate our Accumulate/Buy rating for Motorola and Qualcomm," Ching says in a note Tuesday." But, another poster queries: "I then have to ask, what other ripple effect it will have short term with other components, such as LED displays (if that is where they are produced). I find that this assessment is made even before the aftershocks have subsided, to be a bit suspect" - Eric -

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