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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.07-1.0%Nov 18 3:59 PM EST

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To: Art Bechhoefer who wrote (30778)5/24/1999 7:29:00 PM
From: DaveMG  Read Replies (4) of 152472
 
Didn't TThornly say that they estimate they'll sell 40mil ASICs this year? Now that's a pretty nice number I'd say. I wonder how many ASICs were sold last year? These numbers have never really been provided in the past and must be inferred from handset sales/ subscriber adds etc...

Yes, things sound good. And without infrastructure, IMO a standards brouhahaha will now play to Q's advantage. CDMAone/2000 marches merrily along, QCOM selling ASICS and phones hand over fist, WCDMAers forced to duke it out at these interminable meetings.

Now what we need is some more selling...:-)

Dave
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