Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 140.16

+0.9%

Feb 10 3:59 PM EST

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To: SKIP PAUL who wrote (46495)	10/29/1999 12:34:00 PM
From: Kayaker	Read Replies (3) of 152472

OT JDSU - Paul, management stated yesterday in the CC that 17% of their sales for the quarter just past were to NT, 22% were to LU -- their 2 biggest customers. By the way, they also stated that would be ramping up manufacturing capacity 2-3-4 times over the next 12 months or so. Guidance for fiscal 2000 ending in June 2000 is for 80-90% growth for year. If memory serves, they currently have about 70 product lines and 7,200 employees. One thing they focused on is that they have (with the purchase of Epitaxx) a complete product line now (one-stop shopping for customers). Competitors supply some of this, some of that, so are not as attractive. They are the big fish in their pond, as I understand it. Oooops, am appearing to be overly prudent with my put hedge this morning.

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