Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.98

+1.1%

Jan 2 9:30 AM EST

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To: marginmike who wrote (97602)	4/18/2001 8:14:52 AM
From: JohnG	of 152472

MM. The INTC financial guy interviewed on CNBC simply said that in March order patterns were more normal in that they were getting orders for immediate shipment. He did not go so far as to claim to see a bright future. He did say that their high 7 billion?? capital/R&D budget was part of the plan for preparing for falling margins with new chips using 12 micron?? technology based fab. Thus they will be making Pentium 4 high performasnce chips in a new more efficient fab. Still, to me the reality is that consumer demand for faster and faster microprocessors will be stagnent absent better higher data rate internet connections or wireless high data rate connections. At the same time AMD is comming on strong with cheap high performance processors that don't have "INTC inside". Thus, even with a economic recovery, INTC is squeezed. Similaely, on G&K we decided that with more fiber, CSCO routers are being pushed to the perimeter of the network giving them a questionable future. Wireless data is the brightest star in the futyure of the chip industry and could be the basis of whole families of new consumer and industrial products over the next 5 years and beyond. "

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