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To: djane who wrote (7379)9/14/1999 11:53:00 AM
From: djane  Read Replies (1) | Respond to of 29987
 
Q* to design/sell phones and use contract manufacturers?

SI: StockTalk: Communications: Qualcomm - Coming Into Buy Range


To: slacker711 who wrote (40897)
From: marginmike
Tuesday, Sep 14 1999 10:55AM ET
Reply # of 40932

This from Yahoo

Qualcomm is in talks to sell it's handset manufacturing business to Flextronixs. I believe they will still design
and sell phones. They will reley on contract manufactures like Flextronixs and Solectron to build their
phones. Nobody manufactures their own products anymore, and it is about time the Q moves to this model,
but what I hear they will stay in the business.

I am a supplier to Qualcomm and the 5GP(thin phone)is selling extremly well. The volume on 5GP is 1.2
-1.5 million per month. Last quarter was the begining of the ramp and they were only building 200-300K
per month. Their revenues have got to be significantly higher.