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

To: ronho who wrote (95621)	3/13/2001 12:56:00 AM
From: bodie	Read Replies (2) \| Respond to of 152472

No reason to worry about QCOM making their numbers, EVERYTHING IS A-OK IN NEVERNEVER LAND. CDMA TECHNOLOGIES SEGMENT (QCT) Sales to Samsung Electronics Ltd., LG Information and Communications, Ltd., and Hyundai Electronics Industries Co., Ltd. COMPRISED 39% OF QCT REVENUE IN 2000. The loss of any one of these customers or other customers or the delay, even if only temporary, or cancellation of significant orders from any of these customers would reduce our revenues and may harm our ability to achieve or sustain acceptable levels of profitability. WIRELESS SYSTEMS SEGMENT (QWS) OUR SALES TO GLOBALSTAR ACCOUNTED FOR 30% OF QWS REVENUE IN FISCAL 2000. To remain competitive in the handset business, Globalstar must continually introduce new products on a timely basis, and it must be able to deliver such new products in sufficient quantities to meet market demand at an acceptable price. We cannot assure you that demand for Globalstar products will develop, or that we will be able to meet any such demand at competitive prices. OUR FINANCIAL CONDITION MAY BE HARMED IF OUR CUSTOMERS DO NOT REPAY FINANCING. WE PROVIDE SIGNIFICANT FINANCING for CDMA networks. The amount of financing that we currently are providing and that we expect to provide in the future is SUBSTANTIAL. WIRELESS SYSTEMS SEGMENT (QWS) SEVERAL OF THE CRITICAL PRODUCTS AND SERVICES USED IN EXISTING AND PROPOSED PRODUCTS, including integrated circuits, flash memory chips, radio frequency components, certain custom and semi-custom very large scale integrated circuits, other sophisticated electronic parts and major subassemblies used in the OmniTRACS, TruckMAIL,OmniExpress, and LINQ and Globalstar Systems, ARE CURRENTLY AVAILABLE ONLY FROM SINGLE OR LIMITED SOURCES. Our reliance and the reliance of our licensees on sole or limited source vendors involve risks. These risks include possible shortages of certain key components, product performance shortfalls, and reduced control over delivery schedules, manufacturing capability, quality and costs. The inability to obtain adequate quantities of significant compliant materials on a timely basis could have a material adverse effect on our business, results of operations, liquidity and financial position.