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To: BBG who wrote (10001)	4/20/1998 4:34:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

Casio Deal Could Lead To CDMA Smartphones By Jeremy Scott-Joynt Casio, the Japanese computer and consumer products manufacturer, has acquired a license for CDMAOne phone technology in a move that could encourage the development of CDMA-based smartphones. The Japanese company will pay Qualcomm, the technology's progenitor, a royalty for the CDMAOne, or IS-95, units it intends to build. Casio is best known outside Japan for calculators and personal digital assistants, but within its home territory the company also builds mobile terminals for use with Japan's two indigenous cellular standards, personal digital cellular (PDC) and the cheap, short-range personal handyphone system (PHS). But two Japanese operators, Ido Tsushin and DDI, are about to start up a nationwide CDMAOne network, and IS-95 is already the standard for digital networks in South Korea, with over 2 million subscribers. This combination - as well as other teething networks in Asia, not to mention the well-established IS-95 community in the US - offers Casio a rapidly growing market. Moreover, Casio's proven skills in building handheld data devices and computers, especially for Microsoft's Windows CE operating system, makes it probable that the company will move towards integrating the phone with the computer, as Korea's Samsung has begun to do for its market.

To: BBG who wrote (10001)	4/20/1998 5:00:00 PM
From: 2brasil	Read Replies (1) \| Respond to of 152472

Every body is waiting,bought Jan 2000,$70 leaps today,well see! regards bruce

To: BBG who wrote (10001)	4/20/1998 5:27:00 PM
From: Johnnie Memmonic	Respond to of 152472

Re: "Does anyone know what to expect from tomorrow's earnings announcement?" Whatever it may be, Korea's impacts can only get better. Take a look at Sawtek's earning report after hour today: "Steve Miller, Chairman & CEO, stated that, ''The Company achieved record revenue and net income during a difficult period for many suppliers of components to the telecommunication industry. Revenue from South Korean customers decreased from 22% of total revenue last quarter to 8% in the current quarter primarily due to the economic turmoil in Asia, the devaluation of the South Korean currency and a corresponding slow down in demand from customers located in South Korea. Business in both the U.S. and Europe remained strong in the quarter offsetting the decline in South Korea.'' Miller further noted that during the past quarter the Company successfully completed negotiations with its major South Korean customers to resolve orders, shipping schedules, and credit matters. The negotiations were concluded with no cancellations of orders, a more definitive shipment schedule and mutually acceptable credit and payment terms. As a result, the Company believes that revenue from South Korean customers will be approximately 8% to 12% of sales in the quarter ended June 30, 1998. Sawtek Inc. is a leading supplier of electronic signal processing components based on surface acoustic wave (''SAW'') technology. The Company's primary focus is custom designed, high-performance bandpass filters, resonators, delay lines, oscillators and SAW-based subsystems. These products are used in a wide array of microwave and radio frequency systems such as CDMA and GSM-based digital telephone systems, digital microwave radios, wireless local area networks, cable television, defense and satellite systems, and chemical sensors."