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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 171.54

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Nov 10 3:59 PM EST

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To: JohnG who wrote (13211)	6/25/2000 9:51:00 PM
From: engineer	Read Replies (4) of 13582

a few ideas....One, there are still alot of empty telephone mfg plants in Korea. I believe that you can buy them from Hyundai, LGIC, or Samsung for less than if you built it yourself. Second, did any of you think that IF telson already had an 1800 MHZ Korean PCS phone, that perhaps NOK would redo the user interface and retarget that phone into Brazil? If NOK were willing to put up $100M in equipment, they could bring up enough capacity in Korea to supply the world. NOK has already built a large facility there to build phones. I do not doubt for a second that NOK will build phones there. I also think that they will build a NOK first generation Verizon phone there ASAP and be selling it in less than 4 months. At that point they need a 1x lic. this does not hurt the Q/Korea relationship, as they just helped the Korean balance of trade out alot if NOK ships phones outside the country..

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