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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 161.57-1.8%2:49 PM EST
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To: Caxton Rhodes who wrote (40292)9/9/1999 8:56:00 PM
From: jackmore  Read Replies (1) of 152472
 
Caxton,

Re: Its going to be hard to increase market share unless they significantly increase capacity.

If 50% of revenues are from handsets, it is going to be difficult to grow revenues at the rate needed to justify current p/e without increasing manufacturing capacity, IMO. Seems to me that some of the windfall $1B has to go to that cause. I know this is somewhat of a mundane subject, but one that I think needs some attention in order to continue to grow the business.

FWIW,

jack
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