Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Wyätt Gwyön who wrote (7974)	8/30/2001 12:53:28 AM
From: Maurice Winn	Read Replies (1) of 74559

MM, it's not good. < Kyocera plans to cut 10,000 jobs; some of the cuts will come at Kyocera Wireless in San Diego, the mobile handset unit which Kyocera bought from QCOM.> Details: Message 16276621 But neither is it necessarily bad. I like the QUALCOMM written on the front of the Kyocera phones. I assume the Kyocera 6035, the Palm combo, is going to continue as highly popular. Perhaps they can't sell their other phones in a highly competitive market against the likes of Samsung and the many others. Telecom New Zealand is selling Kyocera's though so I suppose it's a tidying up of a corporate mess [Japan is not all happy right now]. I don't think it's all that bad for QUALCOMM - they make their money from ASIC sales and royalties [in the CDMA market] and that's not necessarily affected by the Kyocera 10,000 reductions [keep in mind that the whole of QUALCOMM was only 9000 or so a couple of years ago - at the peak]. Keep looking for bad news. I think you'll find CDMA sales continue to make market share gains, even without W-CDMA being available. Mq

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