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


To: Maurice Winn who wrote (12887)7/24/1998 8:02:00 AM
From: Ramsey Su  Respond to of 152472
 
Maurice,

Remember when people were worried about Korea's property and banking problems affecting Qualcomm badly? Well, those sales look pretty good to me and confirm the theory that Koreans have cancelled overseas trips and have put a bit of the money saved into cdmaOne handsets.

Korea's second round of bank problems are just around the corner.

bloomberg.com@@eHMUzwYAA9yvyH*F/news2.cgi?T=news2_ft_topww.ht&s=560223512

The difference between Japan and Korea is that Korea is actually more transparent right now, with much of their problems in the open.

Japan has a "sample" audit in process right now, using something like 19 banks as a sample size. Based on what the auditors find, one of the objectives is to develop a Category 1,2,3 & 4 guidelines and recommended reserve requirements. There is a large amount of Category 2 loans that may have been overly optimistically classified and therefore have insufficient reserves.

Why does QC always seem to have a dark cloud over their strongest markets?

Ramsey



To: Maurice Winn who wrote (12887)7/24/1998 9:18:00 AM
From: 2brasil  Respond to of 152472
 
Maurice sorry 8 days till ???? nice link tO DDI couldn't see any handsets that i knew were CDMA maybe they don't have them yet, by the end of the year Brazil should be cdma big time! already 660 000 lines starting in rio now as we speak and 1 million lines in Sao Paulo October 98
regards
bruce
how's your portugese?

As primeiras ERBs digitais
na regiao metropolitana

A Telesp Celular deu in¡cio … implanta‡ao do seu
sistema digital na regiao metropolitana de Sao
Paulo, com a instala‡ao das primeiras Esta‡oes
R dio Base (ERBs) digital. At‚ o mˆs de
outubro, 120 dessas esta‡oes possibilitarao o
in¡cio da opera‡ao comercial do novo sistema.

A instala‡ao da primeira ERB digital se deu um
mˆs ap¢s a assinatura do contrato com a NEC,
celebrado em 15 de abril, para o fornecimento de
equipamentos para a ativa‡ao de 1 milhao de
terminais celulares de tecnologia digital na regiao
metropolitana.

A NEC foi escolhida em concorrˆncia p£blica
ap¢s terem sido avaliados os aspectos t‚cnicos
e comerciais. Essa licita‡ao teve a participa‡ao
dos principais fornecedores mundiais de
sistemas digitais celulares.