Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 152.21

-0.3%

Jan 29 3:59 PM EST

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To: Gregg Powers who wrote (8167)	2/8/1998 8:36:00 AM
From: Christopher White	Read Replies (1) of 152472

Gregg, Though in the CC management wouldn't name the Korean customer that put off that $60MM order, Value Line's October write up on QCOM supports your statement that Hansol PCS was indeed that customer, "Sprint is slated to receive over $50 million of the Q phones, and Korea based Hansol PCS recently placed a $60 million order..." I am not too familiar with all the particulars fo QCOM's fundamentals, however, looking at a chart going back 4 years, Friday's action could be called typical for this stock...high beta with violent up and down moves, however, the highs are higher and the lows are higher. Longer term this would seem as good a good place as any to enter - QCOM has perhaps $10/share in cash, a P/S that is 1/2 of LU and a much greater rate of revenue growth than LU. A quick question, does QCOM have their own FAB to produce ASICs or do they contract manufacturing out? Thanks. Christopher

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