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

To: Boplicity who wrote (44719)10/14/1999 1:02:00 PM
From: cfoe  Read Replies (2) | Respond to of 152472
 
<It is bad in the contents of QCOM having to fight INTC efficiency in manufacturing >

Correct me if I am wrong but I believe Q outsources all ASIC manufacturing already - to INCT, IBM and others. So isn't it already getting good efficiencies in manufacturing?
And I would assume that INTC's renegotiated royalty will take into account the markup Q pays to INTC for manufactured product.



To: Boplicity who wrote (44719)10/14/1999 3:26:00 PM
From: Uncle Frank  Read Replies (2) | Respond to of 152472
 
>> Will it be a zero sum game, plus, or a negative, for QCOM if the get out the manufacturing of ASICs?

If Intel pays qcom 40% royalties, it would be a zero sum game. Not in this lifetime <g>.

uf


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