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


To: Art Bechhoefer who wrote (41281)9/15/1999 9:24:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 152472
 
>> QCOM realizes it should leave manufacturing to those who have more experience and are likely to do a better job of it.

You raise a very interesting point, pointing to Sony's withdrawal as an element in Q's decision to exit the handset business, Art. I am pretty sure that one of the most critical shortages is in saw filters, which are produced primarily in Japan. Without Sony's relationships and clout, it would be a very daunting task <as in next to impossible> for any USA company to get increases in allocation.

Compliments on thinking outside of the box,
uf