Qualcomm Moderated Thread - please read rules before posting Message Board

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

QCOM 136.48

-8.3%

2:50 PM EST

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To: Dennis Roth who wrote (331)	7/6/2000 10:00:31 PM
From: Dennis Roth	of 197603

Open letter This started ad a response to a PM but mysteriously I am now no longer authorized to send PM's so I'll just post my answer here while I'm still permitted to post. >> Do you know if this article about Korea producing components internally, came out before the market closed, or not? << I don't know and I don't care. >> I didn't want to bring this up publicly, but do you think this will tank the stock tomorrow? << It could, I've been in since 1996. I could use a buying opportunity to pick up some more. I've greatly reduced the amount of margin I'm using this year and I'm relatively bullet proof to short term gyrations and panics. >> I didn't realize that Samsung was licensed or capable of making their own CDMA chipsets. << They, LGIC and some others. They don't use their own chipsets because it cheaper and quicker to market to use Qualcomm's >>If this really happens next June, that could be the end of all QCOM chipsets to Korea. << It would also be the end of Korean CDMA handset exports. Trying to develop your own chipsets is the Nokia CDMA path and it means you're always a generation behind Qualcomm and the handset makers who have no quams about using Qualcomm chips will always beat you to market.

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