Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (25286)	5/24/2000 1:14:00 PM
From: StockHawk	Read Replies (1) \| Respond to of 54805

Re: Internet Usage - A company called Cyber Dialogue conducts surveys about Internet usage. This is off topic, but I found it interesting and thought I would share it: As of their fall 1999 survey more than 108 million US adults said they had "no intention of going on line." The largest reason, cited by nearly 2/3s of those who answered this way was that they had "no need." In fact, the "no need" group had risen from 63.2 million in the spring of 1997 to 64.7 mil by fall 1999. Also interesting, they found that 28 million adults who had been online within the past 12 months had quit the Internet. source: Interactive Week 5/22/00 StockHawk

To: gdichaz who wrote (25286)	5/24/2000 1:25:00 PM
From: JohnG	Respond to of 54805

Post from Rocket Pointing out the FALLACY in the USB Warburg suggestion that the Proposed 6/1/2000 Korean Govt REduction in Domestic New Subscriber Phone Subsidies is a negative for QCOM. JohnG Post from Rocket on fallacy of USB Warburg statement that 6/1 Korean domestic phone subsidy reduction is a negative for QCOM. JohnG Re: Reported Korean subsidy elimination johnqual 5/24/00 12:46 pm It should be reasonably clear from this poast that any effort by the Korean govt to slow internal phone sales is motivated by their desire to export those phones. In short the Korean manufacturers just can't produce enough phones to satisfy both domestic and export demand so the government is pushing export demand. The Warburg interpretation of this news is just 100% wrong because it has zero impact on QCOM ASIC sales. Johnqual To: Ruffian who wrote (72271) From: LBstocks Wednesday, May 24, 2000 1:52 AM ET Reply # of 72311 Domestic demand for mobile phones cuts into export surplus The mobile phone sector recorded $940 million in trade surplus in the first four months of the year, a staggering 900 percent leap over the $94 million recorded in the same period last year. In announcing the figures, the Ministry of Information and Communication attributed the increase to absolute rise in the number of exports as well as reduced costs and increased local production of parts. Export of mobile phones and systems in the first four months of this year recorded $2.08 billion, a 112.2 percent growth over the same period last year. Sales in the domestic market also grew, although by a slightly smaller margin of 89.2 percent to reach 2.68 trillion won, according to data released by the ministry. Of the 2.68 trillion won, mobile phones accounted for 1.9 trillion won, showing a 74.8 percent growth. While new subscribers bought 4.1 billion wireless handsets in the first four months, a 23 percent increase over the same period last year, 3.53 million mobile phones were bought as replacement handsets, a 140 percent jump. "As the mobile phone market nears saturation point, the demand for replacement phones is likely to drive the domestic market," observed Lim Jong-tae, a ministry official in charge of technology policy. While mobile phone sales totaled 5 trillion won in the first four months, a 92 percent increase over the same period a year ago, import of parts increased by 28 percent at 1.14 billion won. The ministry attributed the comparatively smaller growth in the imported parts to lowered unit price and increased local production of components. "Domestic production of parts which was mere 40 percent at the end of 1998 has been boosted to nearly 60 percent," explained Lim. He predicted that the figure would be further increased to about 80 percent by early next year. "However, the industry will continue to rely on imports from Taiwan for the low priced-parts," Lim explained. Exploring markets in China and Vietnam that are emerging as new markets for CDMA (code division multiple access) equipment and handsets and encouraging SME (small and medium enterprises) to collectively purchase parts to get bulk discounts are some of the ways that the trade surplus figure could be further improved, according to the ministry. Updated: 05/24/2000 by Kim Hoo-ran Staff reporter