Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 164.86

-1.2%

12:43 PM EST

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To: Skeeter Bug who wrote (68506)	3/5/2000 12:31:00 AM
From: Clarksterh	Read Replies (3) of 152472

Skeeter - As usual, you are a little inflamatory: since kyocera has no incentive to build phones nobody wanted like qcom did. There has never been the slightest evidence that Qualcomm was making product they couldn't sell. To paraphrase Sagan, 'incredible claims require at least some evidence'. maybe more than 40% of qpe was released with biggest hits in production. guess what this means? Not what you think. There are many ways in which a company can have too much manufacturing capacity. The first is the one you claim with no evidence (that they can't sell everything they make), and the second is that they can't get enough components. Either way, too much capacity is too much capacity and layoffs can happen. But in the latter case there will be no impact to production. Guess what Qualcomm has been complaining about for the last two or three quarters? Lack of components! Thus the most likely scenario is that layoffs will have minimal impact on production (although, to be honest, I'd be surprised if the transition didn't have some impact). Clark

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