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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 163.32+2.3%3:59 PM EST
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To: Eric L who wrote (11142)5/30/2001 6:19:50 PM
From: mightylakers  Read Replies (2) of 196720
 
Here comes the rock.

Now Eric, you have been saying, or say implying, how Qcom used 5105 as a half ass patch for the carriers because qcom suddenly found out they can't ship 5100 on time.

If you understand the time need for the requirement-design-implementation-testing-shipment cycle, then you will know how impossible for that to be true.

Let's face it, the Korean carriers made a wrong estimate of what is the best sell over there and they change their strategy. It's as simple as that. See my earlier post of cell phone's role in Asia I think they some how come to a conclusion that they want to ship more high end phones. That's all as far as I can imagine.

Keep in mind, Q is just manufacturing whatever are ordered out there. Unless SKT really missed that PC part. There's no way they don't know what they are ordering.
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