Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.33

-1.0%

Nov 25 3:59 PM EST

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To: SpudFarmer who wrote (41246)	9/15/1999 9:33:00 PM
From: DownSouth	Read Replies (1) of 152472

Why would any competitor buy something that is a drag on your earnings, unless, you could by magic, improve margins. Good Q-estion, Spud. One industry's bad margins are another's good margins. Q wants to be in the growth and margin category of MSFT and CSCO, (who are essentially software companies) so manufacturing is not a good component of their cost/price structure. However, a manufacturing company, which is happy with 25% margins (for example) would be happy to buy a franchise into manufacturing a device in a high growth market.

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