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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: DaveMG who wrote (22467)	2/4/1999 12:24:00 PM
From: tero kuittinen	Read Replies (2) of 152472

I'm not sure ethnic slurs are the right response to the Korean dilemma. What the big Korean corporations have to consider is the huge W-CDMA market opening up in Japan, China, Hong Kong, Singapore, etc. Compared to this market, the Korean IS-95 market is relatively puny. Korean companies have been signalling their interest in W-CDMA for almost a year. It seems that the interest is genuine, especially when the increased hostility towards Qualcomm is taken into account. China and Japan keep showing signs of getting ever more deeply involved with W-CDMA. Singapore and Hong Kong seem to be rejecting IS-95 in the marketplace. China has announced another 300 million dollars's worth of GSM network expansions during the last week. Looking at the press releases from the last two months, it's hard to escape the notion that GSM and W-CDMA as its upgrade are steadily consolidating their position in Asia. How the IPR fight ties into all this is another matter. Tero

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