Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.47

-0.6%

10:27 AM EST

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To: Caxton Rhodes who wrote (40292)	9/9/1999 9:10:00 PM
From: MileHigh	Read Replies (3) of 152472

>>>However, at 1M phones a month, Q can only supply 20% of the cdma market. Its going to be hard to increase market share unless they significantly increase capacity Or sell the handset division and provide capital to that org to increase capacity on CDMA handsets, just a thought. Maybe Q sells the division with the understanding that the org that buys it will focus exclusively on CDMA handsets. Is this possible? I think I am out of my realm here. Or I guess my real question is what is holding back supply of handsets? Lack of infrastructure available to produce handsets? Or lack of full commitment form handset companies to focus on CDMA? If the latter, could Q provide an incentive via JV or investment to increase industry capacity/supply of CDMA handsets? Someone please respond! <gg> MileHigh

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