Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.29

-2.2%

3:59 PM EST

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To: DaveMG who wrote (28625)	4/28/1999 3:50:00 PM
From: Clarksterh	Read Replies (1) of 152472

Dave - Otracs added 11,000 units according to my conf call notes. Otracs growth will have to be driven by international sales and news apps I suppose. Thanks. Someone else also brought that up. But I suspect that there was at least some price erosion (Qualcomm is the biggest player in this field, but they are not a complete monopoly). Does anyone know how many users there are now in total? Don't forget that Q received a sunbsantial flow of funds from the big Sprint buildup which was not affected by what happened in Korea. I assume that you are referring to the year ago quarter? If so, I went back to look at the cc notes etc, and they actually said that their growth was primarily driven by handsets and ASICs even though they had had significant problems in both. What Sprint deliveries are you referring to? (A real question, no sarcasm.) Clark Clark

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