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

To: slacker711 who wrote (27368)	10/2/2002 10:11:19 AM
From: waitwatchwander	Read Replies (1) \| Respond to of 196628

re 310,000 represents a 21% marketshare percentage of new adds is share of market churn and growth ... not marketshare. Given the 5:1 ratio of churn to growth, the percentage mostly represents percentage of churn. Is that good? What is KTF's marketshare? Not to confuse ... hopefully. Trevor

To: slacker711 who wrote (27368)	10/3/2002 9:29:41 AM
From: quidditch	Read Replies (1) \| Respond to of 196628

To add to slacker's scoops on Korea sub additions, from GS this morning: The Korea Herald reported preliminary CDMA wireless subscriber statistics for the Korean market for the month of September. Overall gross adds totaled 1.3M, which was up from 1.0M in August, 0.8M in June, and 0.8M in the year-ago period. The strongest growth was reported by LG Telecom, which had gross adds in excess of 0.4M (versus average monthly gross adds 140,000) and attributed its success in September to the introduction of a new lower rate plan. While we await details regarding 1x additions, we anticipate continued healthy 1x handset sales given the overall gross add strength and the fact that virtually all new adds in Korea are on 1x. To put the Korean numbers in perspective, gross adds total 8.46M year-to-date, which are 1.2M higher than at this point last year. QCOM currently trades at 7x C'03 sales and 25x C'03 EPS. We reiterate our RL rating.<i/> quid