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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 173.96+1.4%Nov 11 3:59 PM EST
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To: genedabber who wrote (77340)5/27/2008 6:56:28 PM
From: Raglanroadie  Read Replies (1) of 196608
 
20% cheaper for what? Over the last couple of years we have heard of supply constraints and if these chips are lower end then it seems to me such a move could be positive for Q since production would be shifted to higher end ones that allow for higher profits. If they are lower end ones then Q may have been obligated to support that market until such time as another source could be brought on line. In a static or declining market for chips then this would be negative but in a growing one the opposite can be true.
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