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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: foundation who wrote (14483)	8/31/2001 3:17:40 PM
From: slacker711	Read Replies (1) of 196559

* We believe the strong 1X growth at SKT is due to the introduction of color display handsets (similar to the Japanese experience). Samsung launched its first color handset in July while LG and SK Teletech launched color handsets in August. ASP's are going to jump pretty dramatically during the next six months when you combine the transition to 1x and the advent of color screens in Korea. Also, there are a couple of different PDA's that are supposed to hit the US market in the next couple of months. * 1XRTT data ARPU for July increased 7% month-to-month to W5,068 (USD3.98) from W4,751 (USD3.73). I think that this is going to be an important trend to watch. Thus far, 1x has been generating pretty good data ARPU for SK Telecom (despite what the AWSJ article said). Slacker

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