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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: slacker711 who wrote (54162)	8/4/2006 11:57:27 AM
From: Jeff Vayda	Read Replies (2) of 197247

Did the Q put too much into the fab houses they selected to get the process right and to downsize at the same time (of their own accord?) If I am a fab house, I am not going to be pushing the envelope too much. If I am running at a profitable pace, the last thing I want to do is mess up the works with an unproven processes. I would take a chance at alienating both present and potential business. Nokia even made the comment several times, they dont mind letting the back markers push the envelope. They will cherry pick from the winners. About all I can see that the Q "might" have done wrong is not spread the wealth out wide enough. They need to enable competition among their suppliers as well. If they are making the case that they have brought handset prices down due to competition among networks, seems like they might have missed the opportunity to gain the same benefit for themselves from the fab houses

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