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

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: estatemakr who wrote (82761)	1/23/2009 5:10:55 AM
From: slacker711	of 196953

that Taiwan Semi is running at less than 30% fab utilization right now! That sounds like pure fantasy to me, but if it is even remotely close, then the Q should be gettin' a helluva bargain on their fab right now?? Could a number that low be conceivable?? I have read somewhere between 30 to 40% as the likely trough fab utilization this quarter. I believe that TSMC also said that communication companies were running a bit better than PC companies. I dont know enough about how contracts work between Q and the fabs to say how much flexibility there is on pricing. I would think though that customers have quite a bit of pricing power right now throughout the handset chain. I would imagine that Samsung and LG are putting quite a bit of pressure on Q to lower prices in the face of the dreadful margins that they delivered in the 4th quarter. Again though, existing supply contracts might limit the price swings to some extent. Slacker

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