The New Qualcomm - a S&P500 company Message Board

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

QCOM 178.28

-1.6%

Dec 12 3:59 PM EST

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To: gdichaz who wrote (4838)	1/5/2000 11:39:00 AM
From: Dennis Roth	Read Replies (2) of 13582

IMHO, QCOM was smart to get out of the handset business with the Taiwan makers coming on like gangbusters. Mainland makers will be coming on strong too as this story shows. Source URL: globalsources.com China Watch Posted: Jan. 5, 2000 Competition rages in handset market BEIJINGÿCompetition in the mobile phone market is expected to rage this year amid entry of local handset manufacturers. Foreign brands, such as Ericsson, Motorola and Nokia, currently hold 95 percent of mainland's mobile phone market. The government has approved 15 domestic firms to produce and sell mobile phones. This year, mainland makers plan to produce 20 million phones. At the same time, China's market only needs about 20 million handsets annually, so the huge gap between market demand and production volume will lead to fierce competition. In addition, domestic mobile phone manufacturers still rely on foreign companies' key technology, so the local handset industry will probably see a situation of high sales and low profits. ===== I thing margins in handsets will vanish or go negative and those firms that don't have their handsets made in asia are in for trouble. >>But, since my focus is on the wireless / internet (intranet) nexus, (data) what was interesting was that the laptops were for CDMA primarily. Is this your understanding?<< Yes I agree with you there.

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