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 174.35

-0.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: carranza2 who wrote (102205)	7/26/2001 9:15:18 PM
From: Maurice Winn	Read Replies (1) of 152472

<CSM chips shipments are doing extremely well. They are a leading indicator for the future. > Yes and the circuits sold were about double [if I got that correctly]. There were a few questions about the CSM business too, but no answers on margins etc in detail. But circuit volumes are doubling, even in this down market. That's because networks are being built flat out. Networks use phones [6 months later]. The lead time for phones is 3 months from ASIC sale to phone sale. It seems the next year is assured. Which is not surprising. Now, we wait for cdma2000 and the sweating VW40 GG. NTT is sweating Korea [and a lot more besides]. Synchronous vs asynchronous tension continues, with Irwin pointing out yet again that there are this and other technical issues to be resolved in W-CDMA. The fun continues. Mq

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next