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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 176.26+0.5%3:30 PM EST
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To: Kayaker who wrote (5873)1/29/2000 1:30:00 AM
From: Kayaker   of 13582
 
1/25/00 Conf Call 2000 Q1 Earnings - Selected Bytes - QCT Decline/Rebalancing

2000 Q1 Earnings Conference Call 1/25/2000

Section 4: Question & Answer Session (47 min. 28 sec.)

corporate-ir.net

Timemark: 21:05

Question: I was trying to get a better understanding of factors that you mentioned for the QCT sequential decline. When you say inventory rebalancing, what exactly does that mean? Why are people rebalancing their inventories?

QCOM: On the rebalancing of the ASICS again, it has a lot to do with other components' availability and whether or not [he stopped mid sentence, then] there still is this shortage out there so people are rebalancing from that point of view. That's one aspect at the manufacturing level. And at the carrier level, I know there have some carriers trying to carry less inventory, if you will, and rely upon their suppliers more. And so, those 2 factors are what really have been driving this issue of rebalancing.

IJ: I think that with more suppliers of CDMA phones now available, the competitive situation has heated up. I think the carriers are in somewhat better positions and are therefore planning to not have as much lead time on their purchases of phones. And so we're seeing it this quarter. Hopefully that is a short term readjustment phenomenon.
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