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

To: JGoren who wrote (39716)	9/3/1999 9:28:00 PM
From: Don Edgerton	Read Replies (1) \| Respond to of 152472

A more likely scenario is that QCOM sells its production facilities to a contract manufacturer and contrats out the production. (This is what ERICY did to some of its production, I believe). This leaves them in control of R&D and design and eliminates inventory. I believe but cannot confirm that this is why AAPL claims to have only one day inventory - even though they are not essentially a build to order shop. This is what DELL does with most of its components. A spin out would likely help the stock, IMHO. Also a successful rollout by GSTRF will help. Anyone know the start up date. Aloha