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

To: LindyBill who wrote (39554)	9/2/1999 1:09:00 PM
From: john douglas	Respond to of 152472

Walter Mossberg on CNBC soon, likely to plug Q's Thin Phone. Thanks to the poster who provided the link to ptech.wsj.com John

To: LindyBill who wrote (39554)	9/2/1999 1:14:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

Lindy- Earnings won't support those #s at a reasonable PE. If the world CORFIRMS the dominance of cdma in the next two years AND China bulids out, you may be right. One thing is for sure, if it's at those levels it will be volatile as hell. Caxton

To: LindyBill who wrote (39554)	9/2/1999 4:48:00 PM
From: SpudFarmer	Read Replies (2) \| Respond to of 152472

I need some help from the Q crowd! What does Q do with the $1B? (some have asked with no response and it keeps nagging at me) Hold it in short-term notes and show it as profit? What has been the #1 concern? Margins and earnings. What is holding Q back? Short supplies and increasing 'competition'. When resources are in short supply, how does one cut costs? Labor, and/or operate in a cheaper environment. The main question: (thanks for your patience) Would Q open a manufacturing plant in Mexico? With the capacity to manufacture their own components? I will leave it open ended so all can contribute or laugh at. I am in NO WAY SHAPE OR FORM attempting to start a rumor, give insider info., or any such thing. This is pure speculation, good or bad, on my part. It just seems to make sense to me, but after all, I'm a SpudFarmer.