Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: JGoren who wrote (35205)	7/16/1999 11:32:00 AM
From: slacker711	Read Replies (1) of 152472

Can anyone speculate on how the Thin Phone could be affecting the report? This is all from memory but FWIW.... 1) I believe that Irwin and co stated that the Thinphone would make up about 20-25% of this quarter's phone production. I've sort of lost track of exactly what capacity the Q has but assuming 750k a month that would work out to 500-600 thousand phones. 2) I think that they also stated that GM's on the Thinphone would start out AT LEAST as good as on the current product line. 3) According to GP the Thinphone had better yields when starting out than the old product line currently has. I dont know how much the Thinphone will contribute in total this quarter but I would think that effects really may start to be seen next quarter....especially if they continue to ramp production capacity. Slacker

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