Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: slacker711 who wrote (142706)	6/9/2006 6:57:30 PM
From: estatemakr	Read Replies (1) of 152472

For what it's worth (probably not much ;-P ) But as far as visibility in the semi industry, I would think that Intel would have a pretty good handle on things, and they are going absolutely NUTS with capex improvements right now. My company will do about $30 million of specialty construction work for them this year at their Portland, Phoenix, Albuquerque, Lehi and Colorado Springs facilities. We've enjoyed the boom times with them in the late 90's and the slow times of 3-4 years ago. They have a greenfield fab underway in Phoenix, massive expansions in Albequerque, in order to rapidly increase and squeeze every possible bit of production capacity that they can get down there, and they are doing the same in Portland and Colorado Springs, and going crazy in Lehi to bring the mothballed Micron plant online, and they will announce another greenfield fab project to start up in the western U.S. in early '07. They are seriously acting like it's 1999 all over again, so I hope they know something that the market doesn't. Their stock chart is ugly with a capital U!! What a week! :-( I need a beer (or two)

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