QUALCOMM-The Wireless Wonder in 1999 Message Board

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Technology Stocks : QUALCOMM-The Wireless Wonder in 1999

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To: GO*QCOM who wrote (131)	3/11/2000 11:38:00 AM
From: GO*QCOM	Read Replies (2) of 343

To: Cooters who wrote (7444) From: GO*QCOM Saturday, Mar 11, 2000 11:32 AM ET Reply # of 7447 "Having its own plants gives LSI an advantage competitors that are fabless and use other companies' plants to make chips, said Danny Lam, an analyst at FHI Research.com Inc." "We are beginning to see capacity problems with demand exceeding supply,' Lam said. ``LSI may end up picking up a lot of market share from the fabless companies such as Qualcomm. " The fact that QUALCOMM dose not have its own fab makes one wonder if buying a company such as LSI make sense for QUALCOMM.

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