The New Qualcomm - a S&P500 company Message Board

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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: Ramsey Su who wrote ()	6/27/2000 10:21:00 AM
From: q_long	of 13582

We are always hearing what a large percent of total CDMA sales are in Korea. A large portion of these ASIC sales/royalties are to Hyundai, LG Samsung et all who export. How much of the manufacturing capacity is on allocation and will be diverted to export anyway? It will not materially effect QUALCOMM if handsets are sold domestic or for export. If the market is becoming saturated we now have a larger base of subscribers with a 40% annual replacement rate that will pick up steam with 1x. Am I blinded by foolish optimism?

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