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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (11168)	5/31/2001 7:36:53 AM
From: Jeff Vayda	Respond to of 196722

EricL: Perhaps the Koreans bought a bunch of 5105 in anticipation of a Chinese order. When that did not materialize, they decided to upgrade the product and sell it elsewhere in the world. They have reported the intent to push CDMA from 7 to 12% of total exports, you can do that by increasing the price of the products you export. Put in a more advanced chip. They can't sell either phone at home given the subscriber caps and subsidy bans. The rest of the world will not be ready for the phones for a couple months, so they lose nothing to wait for a more advanced chip. Jeff Vayda