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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: cfoe who wrote (94316)	2/23/2001 3:00:37 AM
From: Sully-	Read Replies (1) \| Respond to of 152472

Korean Government Delays Awarding 3rd New Mobile Phone License 2/22/01 10:19 PM Source:Bloomberg News Seoul, Feb. 23 (Bloomberg) -- The South Korean government said it will delay awarding a third new mobile phone license sought after by a group led by Hanaro Telecom Inc. to allow more time for a stronger bid. The Ministry of Information and Communication will indefinitely extend the deadline for the application for a license to offer high-speed Internet access mobile phone service. ''Due to an increase in concerns about the potential of the IMT-2000 business and the cautious attitude of domestic and foreign companies regarding the new investment, we feel that it will take more time to form a consortium,'' the ministry said. Hanaro lost out in December for a license, receiving 56.4 points out of a possible 100 on the government's evaluation scale, while three other proposals received more than 80 points. investor.cnet.com Ö¿Ö

To: cfoe who wrote (94316)	2/23/2001 3:44:06 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

I'm not sure what is wrong with these numbers. QCOM said that 90 million CDMA devices will be sold this year. 15 million from Kyo is 16.7% of the total. It looks OK to me from just this one vendor, and not the largest one. I dont think the numbers are terrible. If I remember it correctly the 15m number is a reiteration of a number we have heard before. However, I think Qualcomm needs about 50% unit growth in both the US and Japan in order to make their 90m unit target. The fact that one of their largest customers is only projecting 25% is a little dissapointing. One caveat (thought of this morning).....some percentage of KYO's sales are PHS and PDC. Hopefully, KYO's CDMA sales are actually growing faster than 25%. Slacker