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

To: quidditch who wrote (548)	8/4/1999 10:59:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 13582

Steven - The theory being that, after the holiday selling season, either lower seasonal demand and/or new model selling season (calendar Q-1) dictates discounts/reduced selling prices on handsets? Although I don't believe that management explained, and in any case I don't remember, I would speculate that you are correct. Does that also fit with "ramp up" in need for ASICs over the course of the year? They explicitly said yes to this question. Does the 10-K address the seasonality implicit in your statement? Not to my knowledge. Hope this helps. Clark