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

To: Cooters who wrote (95271)	3/6/2001 4:51:45 PM
From: DWB	Read Replies (3) \| Respond to of 152472

Isn't Samsung one of the Korean handset vendors that sells GSM handsets? Maybe that's where the weakness is... DWB

To: Cooters who wrote (95271)	3/6/2001 7:35:01 PM
From: laodeng	Respond to of 152472

Agree. There were 7 million more phones sold last quarter. Qualcomm did not sell that many more chips. Together indicate cdma phone inventory is very low and partly the reason why Qualcomm is caught off guard for such strong chip orders. JMO laodeng

To: Cooters who wrote (95271)	3/6/2001 8:12:12 PM
From: JT	Respond to of 152472

<<Samsung made negative comments about wireless handset demand, and indicated that the inventory situation is worse than expected >> Samsung has a 40% share in the world flash memory market, they could make this comment due to the GSM world.