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To: Wyätt Gwyön who wrote (39497)9/2/1999 9:47:00 AM
From: JGoren  Respond to of 152472
 
listen to the conference call from last quarter; should be available at Qcom website



To: Wyätt Gwyön who wrote (39497)9/2/1999 9:56:00 AM
From: Jon Koplik  Respond to of 152472
 
Those two things (together) indicate a market growing so fast it is difficult to comprehend, I think.

Jon.



To: Wyätt Gwyön who wrote (39497)9/2/1999 10:02:00 AM
From: quidditch  Respond to of 152472
 
G., I'm having a bit of difficulty understanding how "capacity constrained" and "unanticipated ASP erosion" can apply at the same time, resulting in a "lose-lose" situation. Is something missing from this picture?

It can happen several ways. See mid-way through url:

Message 11135121

Regards. Steven