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To: Puck who wrote (5583)	6/15/2000 4:51:00 PM
From: Wyätt Gwyön	Respond to of 34857

Well, Snyder put QCOM back down to where it was before the rise induced by QCOM's press releases about getting some Chinese makers nobody's ever heard of to agree to make prototypes with QCOM's assistance. Issue shows impressive support every time it gets down to 60. Somebody steps in and buys with a shovel. However, the other shoe has yet to drop--the Korean W-CDMA shoe, that is. A Korean decision for W-CDMA could change the outlook for cdma-2000 makers. Slowly but surely, QCOM's picture is being whittled down to the here and now. Even getting the Korean handset subisidies out of the way is a good thing in terms of fundamental visibility. Comparisons will be difficult this year, but hopefully next year, CDMA growth ex-Korea will make some good headway. W-CDMA will eventually be deployed in China. That could be many years away. In the interim, their huge GSM network will grow huger and hugerer. Likelihood of competition from IS-95 dwindles day to day. QCOM's royalties on W-CDMA may be called into question once again...especially if Korea goes that way.