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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.65+1.5%Dec 2 3:59 PM EST

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To: marginmike who wrote (37428)7/31/1999 8:56:00 AM
From: Jim Willie CB  Read Replies (1) of 152472
 
MMike, oversupply will be evident in mid/late Jan2k

why do you think it will take six months to discover incedible surplus sitting in inventory and overflowing all pipelines?

layoffs in Feb2k all over the place
production cutbacks all over the place
order cancelations and cutbacks all over the place
should happen not too long into new year

why a prolonged delay in your opinion?
/ jim willie
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