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

To: MileHigh who wrote (40442)9/11/1999 11:34:00 AM
From: Uncle Frank  Read Replies (2) | Respond to of 152472
 
>> Does Q have the capacity to produce the rapidly growing need for ASIC's, now that they are supposedly cutting off VLSI.

Keep in mind that Q is a fabless semiconductor house, MH. They design the asics, but the ICs are made by, I believe, IBM and Intel, who have some pretty massive production capacity.

Imo, VLSI production won't be halted. Philips has a billion reasons to obtain a cdma license with Q; the news release was just the start of a negotiation that clearly favors Qualcomm.

Franq



To: MileHigh who wrote (40442)9/11/1999 2:24:00 PM
From: voop  Read Replies (1) | Respond to of 152472
 
HI Milehigh

I understand what Gilder is getting at with "suuply creates demand" or if you build it, they will come.

That axiom obvioulsy no hold for everything, as in "inventory charge"

I really think that the demand is creating to supply in this case.

Enjoy your comments on other threads i lurk

Voop


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