The New Qualcomm - a S&P500 company Message Board

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

QCOM 165.13

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3:59 PM EST

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To: Bux who wrote (531)	8/4/1999 9:35:00 AM
From: quidditch	Read Replies (1) of 13582

Bux, interesting point on whether Thin Phone, being new and feature rich, will be immune from management assumption of ASP erosion: Message 10626937 Your position makes sense in that Thin is barely out and there is little in the price to be eroded <g> in this or next quarter. As to component shortage, true it's good business sense and legal cya to get it out on the table. Imho, think that if they sent Sulpizio to Japan to deal directly with the vendors, among other things, the problem is not trivial. Regards. Steven

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