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

To: gc who wrote (31613)	6/3/1999 12:56:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Hey, a question I can answer, rare here. :-) The answer is zero. The Wall Street Journal hit piece charged that the Jan thru Mar quarter was too fat due to a rush of buying in Korea in March to beat the end of subsidy starting in April. Therefore the charge was Korean sales would tank in April and on through this quarter. So a negative for Apr thru June. Of course the Japan rampup for nationwide coverage starting in April was ignored by the WSJ. And that is moving well by all reports. Chaz

To: gc who wrote (31613)	6/3/1999 2:15:00 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 152472

gc, I think there is some confusion with investors or wall street, assuming that anything to do with Korea is Korean cell phone subsription. Samsung and others are pumping out phones like crazy and supplying the rest of the CDMA markets, not just the Korean market. So it may be erroneous to tie Korean domestic cell phone demands to QC's business with Korea. The former could be going down and the latter can be up. Don't forget they need to buy chipsets and pay royalties, even for the Samsung phone that my wife is using right now. Ramsey