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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 164.75-0.2%11:48 AM EST

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To: Valueman who wrote (31495)6/2/1999 11:05:00 AM
From: DaveMG  Read Replies (2) of 152472
 
Brazil, Canada, Brazil etc are the reasons Q is now experiencing strong ASIC demand.Yes this demand will continue but we need demand growth don't we? I'll believe the Chinese stuff when it really happens. The 780mil Lu contract with Sprint is spread across 3 years. Overall, I don't think this level of spending is commensurate with what has gone on over the past several years.
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