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To: epicure who wrote (42206)5/21/1999 4:25:00 PM
From: John Pitera  Respond to of 86076
 
QCOM should have a tough earnings comparison, as S. Korea eliminated subsidies on phones, most of which had qcom chips,and there was a huge rush to buy phones prior to april 1 . Now the sales of phones with QCOM components are a fraction of the prior hectic pace.

I think the article mentioned up to 40% of Qcom's revs' coming from Korea.