Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ramsey Su who wrote (31629)	6/3/1999 2:56:00 PM
From: Ruffian	Respond to of 152472

Cellular Stats> Cellular/PCS • More than 265 published wireless contract awards totaled more than $24 billion in 1998, up 32 percent over 1997, according to Cahners In-Stat Group, a sister company to Wireless Week. In-Stat also found that accelerated wireless growth will continue for the next 36 to 48 months as fixed wireless begins to match mobile wireless awards and 3G deployment begins.

To: Ramsey Su who wrote (31629)	6/3/1999 2:57:00 PM
From: engineer	Read Replies (5) \| Respond to of 152472

Had breakfast with one of the Korean PCS phone mfgs. He said that Korea has over 18M CDMA subscribers now, versus about 23-28M wireline phones. they added 9M phones last year to their domestic market. He feels that the subsidy ending will slow it down a little inside Korea, but that it will not slow down outside Korea at all. He thinks that the price now will just go up a little and meet halfway. Phone subsidies are now about 200-300k WON with a cost to the consumer of about 100k WON. He feels that the price to consumers will go up to something like 200-250k WON and stay there. (won is 1200 to the dollar) He thinks the market will continue to grow at about the same rate. It has been going exponential, but he feels that it will grow like 7-8M subscribers next year anyway.