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To: T L Comiskey who wrote (1889)5/24/2000 9:48:00 AM
From: Wyätt Gwyön  Respond to of 13572
 
Tim, this just in>
09:36 ET QUALCOMM (QCOM) 76 17/32 -2 13/16: Under pressure from UBS Warburg's comments that the recent decision by the Korean government to ban handset subsidies effective June 1st is modestly negative for the cdmaOne handset market in that Korean subscriber growth will likely slow dramatically from current levels. With the cdmaOne handset market running slightly ahead of expectations year to date, Warburg does not change their full-year cdmaOne handset estimates at this time. However, believes upside to their 75 mln unit forecast for this year will likely be limited if the ban holds for the rest of the year.



To: T L Comiskey who wrote (1889)5/24/2000 9:56:00 AM
From: Boplicity  Read Replies (4) | Respond to of 13572
 
I hold about that same amount I'm questioning the sanity of doing so, PE are still too high for the following, CSCO 142, ORCL 115, QCOM 115 and SUNW 84.

Greg