Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.81

0.0%

Dec 26 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: slacker711 who wrote (64176)	1/25/2000 6:14:00 PM
From: JGoren	Read Replies (1) of 152472

MOT confirmed to be buying Qcom chips. KYO was buying chips before the handset deal. Carriers are demanding chip capabilities not merely because of data capacity but also because it increases their capacity for voice. Irwin: "No Brainer" handset makers have to have qcom chips; paine webber report confirmed. HDR schedule: trial chips 3rd quarter; mid 2001 1xrtt chips in production. Co. refuses to announce who has committed to buy the chips. {Sounds to me like NOK has bitten.} qcom down to 138+ in aftermarket. All Korean exported phones have Qcom chips in them. European move: 1x more efficient than European competitor. There is a lot of operator interest in Europe. 95B only launched in Japan and Korea. Most in Japan because of the competitive situation. Operators here focusing on earliest possible move to 1x; targets mid calendar year. Some impact 1x Q4; then growing very rapidly.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next