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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 172.98

+1.1%

Jan 2 9:30 AM EST

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To: foundation who wrote (6332)	1/20/2001 10:53:58 PM
From: brian h	of 197074

""""To fab chips in Taiwan may save a few pennies but gains no customers and especially gains no political clout. It is feasible to do because Taiwanese firms ARE moving fabs to China anyway."""""" True. But not TSMC nor UMC. These two are established ones. QCOM chips will not go for brand new start up companies. TSMC's CEO vowed not to go China within three years. He may instead joint venture through other deals. That will be another story. To start fab. in China requires too much risks involved. Political and financial concerns are major road blocks. QCOM will have to find foundries that can do a better job than TSMC, IBM, or INTC. INTC is out of the picture now. There are not too many out there. Brian H.

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