Bill Wexler's Dog Pound 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.

Non-Tech : Bill Wexler's Dog Pound

REFR 1.560

-2.5%

Nov 7 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: RockyBalboa who wrote (9013)	2/12/2003 10:12:22 AM
From: Dale Baker	Read Replies (1) of 10293

WVCM depends heavily on selling its WISMO units, primarily to cell phone manufacturers in Asia. Any idea if their future revenue can be counted on, or are they vulnerable to competitors? Handsets can be a cutthroat business.... Sales of WISMOs to telephone handset manufacturers in Asia continued to drive Wavecom's sales. Sales of WISMOs represented 93.1% of total sales for the year while sales of modems represented 6.6% of sales and revenues derived from services were less than one percent of total sales in 2002. For the full year of 2002, product shipments totaled 8.8 million units, more than double compared to the 4 million units shipped in 2001. Jan 21 2003 8:49 AM In Play Wavecom: SoundView cautious ahead of earnings (WVCM) 14.12: SoundView says it would continue to avoid Wavecom entering its Q4 results given the uncertainty around its relationship with major customer TCL and co's lack of visibility into its core Chinese market. Dec 6 2002 7:29 AM In Play Wavecom sees cut in orders from TCL (WVCM) 31.09: TCL International Holdings, one of China's top mobile phone makers, says it has cut its orders to WVCM; TCL says it has offset the cut by increasing orders to Qualcomm (QCOM) and Analog Devices Inc (ADI), to cut costs. TCL's move seen as a negative for Silicon Labs (SLAB) as WVCM is Silicon Labs' second largest customer.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next