Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 148.83

+1.1%

Feb 4 3:59 PM EST

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To: puzzlecraft who wrote (35876)	7/19/1999 7:01:00 PM
From: Lance Bredvold	Read Replies (3) of 152472

Component shortages were forseen in last quarters conference call. I believe that there was some discussion about foundries having trouble producing enough ASICs as well, because reservations had to be made quite far in advance. I see one thing beyond the component shortages which worries me slightly in a backwards kind of way. $93mm in licenses and royalties and a proforma of roughly .86 times 150 mm shares =~$129mm. That is only $36mm on sales of $900mm from all quarters other than royalties/licenses. Margins don't sound all that good for omnitracs, handsets, asics, etc. Am I missing something?

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