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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.54-1.2%Nov 13 3:59 PM EST
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To: Ruffian who wrote (41244)9/15/1999 8:44:00 PM
From: Art Bechhoefer  Read Replies (1) of 152472
 
Michael, thanks for the summary of today's meeting with analysts. It should be noted that QUALCOMM built its handset factory as part of a joint venture with SONY. Under that agreement, QCOM supplied the proprietary technology and SONY provided the manufacturing expertise. When SONY recently decided to get out of the manufacture of handsets, QCOM must have realized it was losing a lot of manufacturing expertise at a time when handset prices (and margins) were dropping, and at a time when the best margins were coming more and more from custom designed chips, of which those designed by QCOM are among the best. So this decision sounds to me not just a way of concentrating on the most profitable parts of its operation but is also a way of saying that QCOM realizes it should leave manufacturing to those who have more experience and are likely to do a better job of it.
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