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

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: DaveMG who wrote (1799)	9/22/1999 2:10:00 PM
From: moat	Read Replies (1) of 13582

Dave, Good post. <<<The fact that margin pressure was so severe raises lots of serious questions. Most of them have already been aired but here they are from my POV. If MOT's and Nokia's ASIC projects are as impaired as has been claimed, how is it that they are nonethelss able to force Q's margins down to the point where Q was forced to abandon ship, or put another way, why is it that Q's royalty and ASIC advantage was not enough to keep them in the game? How could things have changed so rapidly, over a period of just a couple of months? Why should we presume that the same won't happen with ASICs, in other words, will we wake up one day to "devastating" competition from DSP, LU, whomever? Will Q ever really make any money? Looks like we're again going to be treated with pro forma income, writedowns, etc. When is this stuff going to stop?>>> I recall (that is, I could be wrong) handset ASP pressures are coming from Korea. Forced ASP down 14%+ last three months. I don't understand ASIC ASP pressures as well. moat

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