Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: Ramsey Su who wrote (30609)	5/23/1999 11:55:00 AM
From: engineer	Read Replies (1) of 152472

The BTB was for the ASICS and it was not meaningless. It means alot to a semiconductor sector guy. This means they have to get the produciton levels up to meet demand. This means booking more silicon at the fab next (this) quarter. Now if they increase the revenue and production to meet the 1.7 BTB and then report and good BTB next quarter, then this means that they are experiencing wild growth. Most Semis keep BTB just barely postive, like 1.1 to 1.2. Go look at VLSI, LSI, TI, etc if they still publish it.

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