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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.90-1.3%Nov 7 9:30 AM EST
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To: Ramsey Su who wrote (25151)3/26/1999 9:17:00 AM
From: Valueman  Read Replies (1) of 152472
 
Ramsey:

I suspect they are going to having capacity and backlog problems going forward.

Perhaps this is true in handsets, but part of being a fabulous fabless chip maker is that your capacity lies in the hands of Intel, IBM, etc. No capacity constraints in ASICs. Handset capacity will go up to 10 million this year. I would expect them to be sold out. If China kicks in with another 10 million subs next year, they'll add more "south of the border" contract capacity and feed the demand.
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