The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Caxton Rhodes who wrote (38)	7/22/1999 7:53:00 PM
From: A.J. Mullen	Read Replies (1) of 13582

What puzzles me about the H&Q report is that in one breath it states that production will be limited for major players because of component shortages, and in the other that there will be over-production of phones. I can see sales reduced because of components being an issue, and I can see margin decreasing because of over-supply, but both simultaneously? I'm usually one who sees dark clouds on a sunny day. By the way, this thread is top of the "Hot" list.

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