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Technology Stocks : PWAV- the hot new IPO

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To: advinfo who wrote (1082)	4/11/1998 9:13:00 PM
From: JRobinson	of 1491

>>Let's not get carried away here.... the revenue diversification percentages probably wouldn't look nearly as good if the korean part hadn't fallen. Non-korean revenue grew 37%, and that's 37% of a small number. I don't see any guarantee here that they can replace the bonanza they had in korea and show actual earnings growth again anytime soon. << I agree about the getting carried away part. However there are two Korean revenue streams to be concerned with: the PCS buildout internal to Korea and the OEM partnerships with Samsung, LGIC and, I believe, Lucky Star. These OEMs sell not only in Korea, but have made inroads into the Chinese market and Samsung is beginning to concentrate in Latin America also. I have no idea how much as a percentage of revenue these add, but the point I am making is that the Korean buildout may be drying up , but Korea still does have some significance. The 10K should clear this up a bit, hopefully.

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