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

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To: Valueman who wrote (31506)6/2/1999 11:47:00 AM
From: DaveMG  Read Replies (1) of 152472
 
Are you telling me the Japanese can only make a few million phones a quarter? I don't think so. We do know that only 1 mil MSM3000s shipped last quarter so that explains it I think. The question I have is why? Did Q and or Japanese underestimate demand? Was Q fooled by Nokia press statment claiming they'd be shipping in March so they weren't expecting this black hole that exists in the US today? Or were the fabs just starting to manufacture the new chips, which is what I presume the answer is?
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