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

To: carranza2 who wrote (97556)	4/17/2001 10:16:22 AM
From: JohnG	Respond to of 152472

Firms move to exploit China CDMA koreaherald.co.kr

To: carranza2 who wrote (97556)	4/17/2001 11:39:58 AM
From: Keith Feral	Respond to of 152472

I expect nothing but good things for QCOM on a sequential basis. The June quarter is the last quarter for difficult sales comps in Korea. Sk Telecom will be getting back to business, DDI is picking up more market share in Japan, PCS is doing very well in the US, & China is beginning to build inventories for base stations & handsets. India must start building their CDMA WLL networks too. At some point, they will begin taking delivery of more base stations and handsets too. I think the June quarter is very easy for QCOM to defend given the added visibility for China. This is just for the existing CDMA community. When you start looking at WCDMA rolllouts, you have to start making incremental assumptions about the CDMA shipments as GSM, TDMA, and iDEN customers convert to CDMA2000 or WCDMA.