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

To: S100 who wrote (41180)	9/15/1999 2:03:00 PM
From: w molloy	Read Replies (1) \| Respond to of 152472

>>Fresh off the Gorilla Game list. Any comments? Your correspondent is blowing something out of his ass. Qualcomm never thought that they could make any real money on ASICs Nonsense. The maximum margins are gained in the ASIC business. the ASIC group wasn't properly staffed Bogus. QCOM have recruited agressively and pay top dollar for ASIC talent. run by a bunch of yahoos Hmm. Is your correspondent someone who didn't fit in? He sounds a little bitter. I think Qualcomm was trying to make a serious run at the infrastructure and handset markets. Yes they did. As a consequence, they built up the CDMA market to beyond critical mass. They are also better at making ASIC's than they were at making handsets or selling base stations. If anything, it is these areas that QCOM understaffed and was 'run by Yahoos'. 'nuff said. w.