Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: Jim Willie CB who wrote (35837)	7/19/1999 6:05:00 PM
From: Morgan Drake	Read Replies (1) of 152472

My guess is that if Q has component shortage, so do the rest of the players. Q's number 2 in market share, Nokia is 1. Nokia is a CDMA licensee, are they not? So even if they're not experiencing shortages, they will still be blowing out product with royalty payments going to Q. Who does Q buy from? That could be our next side play. M

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