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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (13301)	6/26/2000 6:53:00 PM
From: Eric L	Read Replies (1) \| Respond to of 13582

Slacker, << Korean subs as being 27.52m at the end of April. The end of May numbers shows 27.27m >> This certainly jives with what Ed Snyder said last Friday: radiowallstreet.com My notes (won't vouch for accuracy) said: Re QCOM: Lack of Korean subsidies causing deactivations running ahead of activations. 2000 forecast of 16 million handsets (not subs) will probably drop to 8 million actual for year ... Because of this suspects company guidance may lead to lower estimates next quarter. Lower margins (?) Other than this, says bad news out of the stock, QCOM has pretty good fundamentals so appreciation after QCOM hits bottom in 50's (repeating his last prognostication). I am certainly not a Snyder fan (understatement) but can't believe he'd make the claim on tape about deactivations running ahead of activations without being able to back it up. It is always possible Korea made some adjustments in that month and next month will be correspondingly up (hope). - Eric -

To: slacker711 who wrote (13301)	6/27/2000 1:04:00 AM
From: Jon Koplik	Respond to of 13582

Korea / numbers / delta signs (from the rocket thread) clubs.yahoo.com Korean Subs Kool_Operator 6/27/00 12:31 am This is absolutely my last post for tonight. Can someone please post my message below on the SI Q S&P 500 board. To Slacker: Those delta signs (triangles) you see in front of the numbers are not delta signs. They are UP arrows. That is the way they draw them in Korea. Therefore, subs were up by over 200K not down. Good night. Kool