Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Jeff Vayda who wrote (19130)	12/4/1998 11:46:00 AM
From: DaveMG	Read Replies (2) of 152472

Jeff, Seems to the phone mrkt share is a bit of a red herring. If you count all the phones Q is providing Asics for then mkt share is betwixt 20-25%, which IMO is pretty darned good when you consider the size of the competition. Management must have had to choose between fixing all these production problems in order to expand profit margins and increasing handset production once again before they got their house in order. They seem to have chosen the more conservative alternative. It is disappointing that they don't seem to have the Q out at the very time that it wins this prestigious award from PC Mag. Now we're faced with the same problem as Ericson, QCOM phones are a little behind the times but NEXT years phones look promising....Yup,Sure thing buddy.... I continue to believe that Q will have to exit the production of commodity handsets in favor of upper tier pdQ/ Q type phones, content to sell Asics to Samsung etc. for marketshare. The fact that TDMA or probably in this case more pertinently ATT is outselling Sprint, AIT, BAm, PrimeCo etc is more disturbing to me than the handset mkt share issue, although I will be pretty upset if we continue hearing about quality issues despite maintaining steady production capacity. CDMA will ultimately have to exert its capacity advantages in order to capture mkt share which probably means carriers will be forced to move to 1xRTT sooner rather that later, which should dovetail nicely with Wireless Knowledge. I think we have to hope that without doing anything particularly spectacular management is able to sustain or grow revenues slightly over the next year while improving internal processes, providing us our hefty and much needed EPS gains, while other pieces ie 3G and data fall into place. Dave

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