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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.81-4.1%3:59 PM EST
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To: gc who wrote (31613)6/3/1999 2:15:00 PM
From: Ramsey Su  Read Replies (2) of 152472
 
gc,

I think there is some confusion with investors or wall street, assuming that anything to do with Korea is Korean cell phone subsription. Samsung and others are pumping out phones like crazy and supplying the rest of the CDMA markets, not just the Korean market. So it may be erroneous to tie Korean domestic cell phone demands to QC's business with Korea. The former could be going down and the latter can be up. Don't forget they need to buy chipsets and pay royalties, even for the Samsung phone that my wife is using right now.

Ramsey
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