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

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: slacker711 who wrote (657)	7/11/2000 11:42:44 PM
From: phatbstrd	of 197625

Slacker, You are probably correct about the June ebb, but it may last a little longer. Not because of anything wrong, it's just a cyclical transition before 1X rolls in Oct. I think customers will be willing to wait a few months for the "new and improved" higher data handsets. While they are waiting, there may be some changes in the subsidy ban as well. You are also correct about the State mandated reduction from 58% to 50% for SK. Not only should the ban increase the profit picture but the 1X product cycle could prove an added bonus...50% market of 27m subs...if 1X delivers as promised and becomes popular quickly...$$$ during the next several quarters. I will be watching very closely to how the 1X rollout is received as this will be a VERY IMPORTANT piece of Q's puzzle going forward. P

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