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


To: LBstocks who wrote (44724)10/14/1999 1:32:00 PM
From: SpudFarmer  Respond to of 152472
 
LBstocks: Agree totally. Giants at the door. eom



To: LBstocks who wrote (44724)10/14/1999 1:34:00 PM
From: Boplicity  Read Replies (3) | Respond to of 152472
 
re: QCOM has known about INTC's purchase for some time, IMO. This is confirmed by QCOM's shift of fabs from INTC to Taiwan seminconductor.

So INTC doesn't manufacture anything for QCOM now? Could you direct me to url that has that story. I looked and I can't find anything about it up to July.

Thanks,

Greg



To: LBstocks who wrote (44724)10/14/1999 2:12:00 PM
From: cfoe  Read Replies (1) | Respond to of 152472
 
<QCOM has known about INTC's purchase for some time>
Hard to believe otherwise

<QCOM has already blessed INTC's purchase and negotiated a price...>
Agree

<QCOM hold the keys to this deal and they are smiling right now.>
Most likely scenario

<We should be, too.>
I am.



To: LBstocks who wrote (44724)10/14/1999 2:29:00 PM
From: SKIP PAUL  Read Replies (1) | Respond to of 152472
 
QCOM has known about INTC's purchase for some time, IMO. This is confirmed by QCOM's shift of fabs from INTC to Taiwan seminconductor.

Because QCOM is very sensitive to cost. INTC probably could not match TSM's quote. QCOM has done this time and again. Omnitracs used to procure GPS boards from Trimble. They moved to JRC to reduce the cost.
They have a very very sharp sensitivity to cost. That is why they are such a great company!!