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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 (31297)	1/16/2003 1:23:05 PM
From: foundation	Read Replies (2) \| Respond to of 196469

re: They expect 60% of domestic handsets next year to be EV-DO. It's entertaining to see the new KT Prez do the crab crawl away from wCDMA. He certainly wasted little time. 60% is rather impressive - I think that would require a meaningful drop in do ASP.

To: slacker711 who wrote (31297)	1/16/2003 6:36:34 PM
From: cfoe	Read Replies (1) \| Respond to of 196469

Two sets of CDMA numbers caught my notice. #1 4Q '02 1Q '03 (est) CDMA 5.0m 6.6m What could be behind this better than 30% QoQ increase? Higher 1X shipments into U.S.? '03 (est) CDMA 21m This means that they expect to ship 31.4% of 2003's CDMA phones in Q1. Either they expect a big drop-off in the rest of the year or they are being very conservative. Do you have any historical data showing Samsung CDMA sales by quarter that would shed light on this?