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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 178.28-1.7%3:59 PM EST

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To: IKM who wrote (6235)12/12/1997 11:23:00 AM
From: Ramsey Su  Read Replies (2) of 152472
 
IKM, I am not sure if the manufacturing in SD is a disadvantage at the moment, but certainly would be the case forward.

CDMA handsets are so new that even MOT and other experienced handset manufacturers have problems producing. QCOM has been talking about Brazil, India and who knows where. This is a huge advantage for QCOM because they are going to be able to drive a hard bargain and get all kinds of concessions for a new facility.

qdog, what do you think will take to make the mighty MSFT shake? Every sector gets killed and MSFT stands alone near all time highs.

Ramsey
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