Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.80

+0.3%

Dec 5 9:30 AM EST

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To: Ramsey Su who wrote (6196)	12/12/1997 1:59:00 AM
From: Dan Ross	Read Replies (1) of 152472

Exactly my friend....You hit the nail on the head....Royalties from Korea will get cut in HALF!!!! Remember this is 100% pure profit too..... As for the handsets, look at Japan. Who has the inside track now? I would say Samsung because they can deliver at an awesome price point..... Don't get me wrong folks....I like QCOM's product more but the margins are going to get squeezed fast....Looks like the Korean telecommunications companies are going to be able to export ALOT of CDMA stuff now and make good $$$ while undercutting the competition..... Dan Ross

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