Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: engineer who wrote (32)	7/22/1999 4:16:00 PM
From: Ruffian	Respond to of 13582

When was this started? Ah, wanted to get away from me eh! Sorry, but I am staying as long as Irwin is in charge. Mp

To: engineer who wrote (32)	7/22/1999 7:51:00 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 13582

engineer, the report was broken down by carrier, e.g. In the US - 1999 handset demand for 1999 estimated (assume in ,000) Sprint 4,325 PrimeCo 1,203 Airtouch 1,185 Bell Mobile 1,126 etc etc In Korea SD Telecom 2,972 KT Freetel 3,604 Hansol PCS 2,040 etc etc In Japan DDI/IDO 4,740 In SA etc etc For capacity, HQ thinks there is capacity for 44.7 million, with Qualcomm and vendors using QCOM chipsets responsible for 35.7 million. The total demand is supposed to be 33,362,000. Therefore, with capacity at 44.7 million, H&Q opines that there may be over capacity problem. I need to think about these numbers before judging H&Q. May be some one else have a better handle on the numbers off the top of their head. Ramsey