Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 166.05

+0.6%

Nov 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gregg Powers who wrote (11232)	6/7/1998 2:50:00 PM
From: marginmike	Read Replies (1) of 152472

Is having more chips built outside Qcom by korean and others going to hurt earnings. What is breakdown of margin on ASIC vs royalty fee. I would assume that all Korean manufacturers have cost advantage right now? If so shift in buying from them to Koreans will affect 3-4Q? When do Qcom patents end? I heard VLSI is ready to sell chip now, and its best on the market. I am no tech wiz so I would not no if this is true or false. I would assume do to rampup Qcom would have advantage. Last but not least, Is Q going to limit number of people allowed to make ASICS?

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next