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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 180.21

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Jan 7 3:59 PM EST

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To: foundation who wrote (31044)	1/12/2003 11:16:34 AM
From: Jim Mullens	of 197115

Ben, Thanks for the “interesting” developments on WCDMA from the Korean front. By the time the Korean WCDMA networks get rolled out, tested, and ready for the “surge of commercial users in mass”, I would think that the CDMA2000 1x EV-DO phones would have quite a lead in production volumes that would allow their prices to drop considerably. They should also be selling in Japan (KDDI) this fall providing additional volume. I would think that it would take much more than a 10% discount to entice knowing Korean subscribers to switch to the WVDMA platform. >>>”The ministry will allow mobile handset distributors to offer a set amount of subsidies and recognize limited subsidies for W-CDMA third-generation (3G) phones, PDAs and outdated handsets," >>>”Given that cdma2000 1x EV-DO mobile phones armed with videophone feature are priced at over 700,000 won ($593), W-CDMA 3G phones are expected to be equally pricey. >>>”The discount rate will be up to 10 percent.

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