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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: slacker711 who wrote (13301)	6/26/2000 6:53:00 PM
From: Eric L	Read Replies (1) of 13582

Slacker, << Korean subs as being 27.52m at the end of April. The end of May numbers shows 27.27m >> This certainly jives with what Ed Snyder said last Friday: radiowallstreet.com My notes (won't vouch for accuracy) said: Re QCOM: Lack of Korean subsidies causing deactivations running ahead of activations. 2000 forecast of 16 million handsets (not subs) will probably drop to 8 million actual for year ... Because of this suspects company guidance may lead to lower estimates next quarter. Lower margins (?) Other than this, says bad news out of the stock, QCOM has pretty good fundamentals so appreciation after QCOM hits bottom in 50's (repeating his last prognostication). I am certainly not a Snyder fan (understatement) but can't believe he'd make the claim on tape about deactivations running ahead of activations without being able to back it up. It is always possible Korea made some adjustments in that month and next month will be correspondingly up (hope). - Eric -

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