SI
SI
discoversearch

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)
QCOM 174.01-0.3%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Maurice Winn who wrote (35202)7/16/1999 1:30:00 AM
From: JGoren  Read Replies (4) of 152472
 
I think the quarterly report will show the handset division is doing much better than anyone expected; will clearly show that there is no handset division sale in the offing. I think you will see great sales and increasing margins. A nice event would be announcement of a chip deal with Nokia. I am a little concerned that the conference call may be less revealing than we might wish, because the impending offering may make management very skittish about saying much about the future.

One interesting thing about the quarter. The company is manufacturing and shipping as many Thin Phones as it can. How many Thin Phones were shipped before the end of June, even though they are just now reaching the shelves? In the past, new handsets came out in the fall--the company's fourth quarter. Could the roll out of the Thin Phone be dramatically increasing volumes in the 3rd quarter? Remember, too, that the Thin Phone is the most efficient phone ever to be produced by the company, which means that even with the same production lines, many more phones can be built. Can anyone speculate on how the Thin Phone could be affecting the report?

Texas Instruments announces 2 for 1 stock split.
Message 10527214
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News