The New Qualcomm - a S&P500 company Message Board

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

QCOM 174.69

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Dec 24 12:59 PM EST

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To: gdichaz who wrote (4503)	12/23/1999 1:51:00 PM
From: engineer	Read Replies (1) of 13582

Look, the BIG plum is still China. Everyone is trying to get that going. I see a few things. This will build out the third HDR commitment (remember Koreans already did it, so now expect that DDI does it), so expect that alot of Asia is going with it. Second, I see the pressure on NTT alot since DDI just merged all it's CDMa buddies into a single company and THEN signed up to QCOM ASICS on 70% of their phones. Third, the component shortage thing. I was almost certain it was the Japanese who had shut down the parts. This makes sense, in that I had thought that they had to get QPE hooked up to another Japanese group upon loosing Sony. Sony really opened doors to the "other" parts books that exist.

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