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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Valueman who wrote (33445)6/28/1999 1:59:00 PM
From: JohnG  Respond to of 152472
 
Price up or stable on low volume means:
1)Most are looking for earnings to validate this stock and justify the next move.
2) Institutions aren't selling

John G



To: Valueman who wrote (33445)6/28/1999 2:09:00 PM
From: DaveMG  Read Replies (1) | Respond to of 152472
 
Hmmmmmmmmmmmmm. Strange. This topic has come up repeatedly and I've got no recollection of hearing about Mot especially as a potential ASIC vendor although I can understand why they might not want to pump ASICs to their handset competitors. LU has no such disincentive. And VLSI is now part of Philips.

Is it just a matter of time before the ASIC competition gets much more serious?




To: Valueman who wrote (33445)6/28/1999 2:23:00 PM
From: Jon Koplik  Respond to of 152472
 
My reaction is always -- no company (other than Qualcomm) seems talented enough to design these chips well, so who cares if they are allowed to try and produce them ?

(Also, if you were a really, really talented electrical engineer, interested in ASIC chips, where would you want to go to work ?)

Jon.


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