Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

3:59 PM EST

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To: limtex who wrote (19128)	12/4/1998 12:28:00 PM
From: JGoren	Read Replies (1) of 152472

We won't know for sure whether the failure to deliver phones has caused the drop in market share or whether it is the anticipated drop as other manufacturers enter the market mto satisfy the demand from new cdma carriers and cdma carriers whose customer base is rapidly growing. Remember, that Qcom's production is limited; as other manufacturers ramp up, Qcom can be selling all the phones it can make but it's market share will drop. This was anticipated, because cdma cannot be developed in the commercial market without many manufacturers making and selling a lot of phones. It's the opposite of Qcom's high growth rate; for almost a year, Qcom's joint venture QPE made all the cdma cell phones, so it had a huge percentage of the market. Qcom could double output and sales in absolute numbers but suffer a large decline in its market percentage.

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