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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.34-0.3%2:41 PM EST

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To: Clarksterh who wrote (25087)3/25/1999 11:26:00 PM
From: JGoren  Read Replies (1) of 152472
 
7) Ciena boldly suggested in a question that Ericy should commit to buy handset ASIC's so Ericy can get quality product out a lot faster. Irwin, said something like "we ought to hire you to do our marketing." Sven answered it was something to consider and later in answering another question indicated Ericy would consider buying Qcom chips to get the handsets to market.

9) on the amount of the backlog to go to Ericy, Irwin first said he didn't know, but in answer to a later question he estimated $200 million. [someone correct if I misheard, misinterpreted] Said that Qualcomm can still manufacture and meet its commitments to Nortel commitment but later indicated it might be turned over to Ericy; Qualcomm still has right to by buy equipment to meet trials upcoming.
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