Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: w molloy who wrote (11417)	6/11/1998 10:20:00 PM
From: Gregg Powers	Read Replies (1) of 152472

w molloy: Sawtek is a component vendor whose products are incorporated into products manufactured by Ericsson, Nokia, Motorola and Qualcomm. In the case of Qualcomm, SAWS is getting less business because QC can purchase similar components from Asian vendors at lower prices (due, i n part, to favorable currency translation). SAWS loss appears to be QC's gain. QC management specifically indicated that the company was not experiencing any slowdown in demand for the products that incorporate SAWS-type components...quite to the contrary, Dick Grannis indicated that Qualcomm is capacity constrained. Component vendors, from Spectrian to Powerwave to Sawtek, are always going to be at the mercy of their large customers. We all should be happy that Qualcomm diligently seeks to reduce its supply costs. Hope this helps, Gregg

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