Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.01

-2.4%

2:23 PM EST

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To: Clarksterh who wrote (28629)	4/28/1999 4:06:00 PM
From: DaveMG	Read Replies (2) of 152472

NT provided some percentage, although I can't recall how much, of the nationwide Sprint infrastructure build out. Q got a piece of all that. I'm actually somewhat surprised that revs are holding up as well as they are when you consider the constant output/lower prices for phones, that ASICs only account for about 20% of revs, and that infrastructure was "sucking wind" to quote another poster. My recollection is that Otracs added 13k in Q1 and there were 270k units at end of Q1 but I haven't found the numbers yet.As I said I'd expect Otracs has LOTS of room to grow in the rest of the world. I don't know what ordering over the net is like in places like Japan but in Europe customer service and delivery times are anemic compared to here. The rest of the developed world will have to catch up so FedEx for example will be growing... Dave

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