Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

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3:59 PM EST

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To: Ramsey Su who wrote (31629)	6/3/1999 2:57:00 PM
From: engineer	Read Replies (5) of 152472

Had breakfast with one of the Korean PCS phone mfgs. He said that Korea has over 18M CDMA subscribers now, versus about 23-28M wireline phones. they added 9M phones last year to their domestic market. He feels that the subsidy ending will slow it down a little inside Korea, but that it will not slow down outside Korea at all. He thinks that the price now will just go up a little and meet halfway. Phone subsidies are now about 200-300k WON with a cost to the consumer of about 100k WON. He feels that the price to consumers will go up to something like 200-250k WON and stay there. (won is 1200 to the dollar) He thinks the market will continue to grow at about the same rate. It has been going exponential, but he feels that it will grow like 7-8M subscribers next year anyway.

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