Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

Nov 20 3:59 PM EST

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To: Gregg Powers who wrote (11232)	6/7/1998 3:26:00 PM
From: Valueman	Read Replies (1) of 152472

Gregg: With QPE in a state of perpetual capacity constraint, how do they plan to manufacture the G* handsets? Bernard Schwartz has said that the handsets are the "long pole in the tent" and is worried about availability. Will this be set up as a separate QCOM-only production line? I have to imagine they are a high margin item(high priority), although not large in number. They expect 590,000 subs by year end 99, obviously not all CDMA. That is,they expect those numbers if they launch on time. With the delay of the first Zenit launch, that is a big question mark. Going with that launch vehicle is a crucial mistake I believe, only because the information flow is nil. It is a decent launch vehicle, but in a bad part of the world at the wrong time.

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