Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.54

-1.2%

3:59 PM EST

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To: gc who wrote (71721)	5/10/2000 7:07:00 PM
From: mts362	Read Replies (3) of 152472

SNDK = Sandisk = flash memory manufacturer. Timing might not be great. Historically the semi business goes in cycles, but the stocks tend to peak right when companies are adding capacity (which all semi companies are doing). Right now supply is small and prices are through the roof for flash -- but this cannot last in the long term. While mobile devices, etc. will continue to drive demand, an onslaught of capacity is tough to overcome. Long term, these companies will return to a normalized earnings cycle. FWIW, I still have a small position in ATML, which is a more diverse semi co., with about 30% of sales from Flash. MTS

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