Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.54

-1.2%

Nov 13 3:59 PM EST

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To: Ramsey Su who wrote (5083)	10/30/1997 11:58:00 AM
From: dougjn	Read Replies (1) of 152472

Ramsey,anyone else. What impact East Asia? considering buying more Qcom here for LT,but trying to figure if good near term point to further enter. Qcom is staying down today more than some things I think cause of East Asian exposure issues. Anyone have a sense as to how signif. that is? They do get a lot of royalty rev. from korean, Hong Kong, etc. don't they? Or is that the past. I know a lot of the new juice is in the US handset market.... But they also do infrastructure build outs in East Asia still don't they? I'm sure that two years from now it will be a strong plus from now, and maybe one year looking forward. And maybe two months from now it won't seem as though actual bus slowdowns in the Asia tigers will be that significant, despite market/currency losses. Maybe. But there's gonna be continuing worry. Any sense of Qcom's exposure. It would seem fairly signicant, no? Regards, Doug

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