Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.22

+0.3%

9:35 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: SKIP PAUL who wrote (28632)	4/28/1999 4:04:00 PM
From: Clarksterh	Read Replies (1) of 152472

Skip - The Omnitracs number may have been impacted by the reduction in the message charge announced by QCOM recently. Thanks, I missed that. I have followed the ASIC's business for quite a while and my experience is that as long as there are no fab constraints shipment next quarter should approximate the book to bill multiplier that is 70% higher next quarter. Two comments. First, have they released this BtB ratio in past quarters? It would be interesting to see how soon the BtB actually hits the shipments. However I don't remember such data being released? (A serious question) Second, I got out of Engineer's post that it is common that the ASIC BtB is a little lumpy because of foundry booking, but in no case is it more than 6 months out. I guess we'll have to wait and see how soon it actually shows up in shipments. We probably have no way to resolve that now? Thanks for the feedback. Clark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next