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Technology Stocks : Ericsson overlook?
ERIC 9.395+1.1%Nov 21 9:30 AM EST
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To: tero kuittinen who wrote (2397)12/11/1998 5:32:00 PM
From: JGoren  Read Replies (1) of 5390
 
Tero, the Qcom response to Dataquest figures seem like a respectable response. The one thing that we do know Qcom's capacity in its QPE partnership. One would not have expected a big surprise in Qcom handset sales, because we know its capacity and the increase in capacity within the last year.

What we don't know is how Dataquest placed that capacity between Sony and Qcom. And, some of the other companies figures, it is not clear between the different platforms.
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