The New Qualcomm - a S&P500 company Message Board

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

QCOM 159.59

-3.9%

Nov 20 3:59 PM EST

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To: Boplicity who wrote (514)	8/3/1999 10:48:00 PM
From: llwk7051@aol.com	Read Replies (1) of 13582

Gregory, 'There's a significant lead time required for the phone manufacturer to adopt the changes,' Grannis said. 'You might not see a phone with the chips until late next year, even if Motorola had a product ready today.' If this statement is correct, Qualcomm could be several generations ahead of Motorola before Motorola is ready with a chip. It took them an extra year or so to get their own phones and chips to work. I recall conference call remarks by Mot even questioning their decision to make their own chips. Questions: Does the fact that they have made one chip that works speed their ramp up for future chips and phones? Does it mean they are already working with phone manufacturers and thus the one year period has already started? Are they just announcing vapor ware product to take pressure of huge iridium loss? Robert d.

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