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

To: GO*QCOM who wrote (56156)12/22/1999 9:04:00 PM
From: Uncle Frank  Read Replies (1) | Respond to of 152472
 
One of the problems Q encountered in ramping up handset production was components shortages,
and I believe two of the scarcest items were flash memory and SAW filters. SAW filter capacity
is Japancentric, and the loss of Sony as a partner in QPE cost Q leverage in Japan. In glancing
through the Kyocera catalog, they apparently manufacture SAW filters.

Interesting.

uf



To: GO*QCOM who wrote (56156)12/22/1999 9:09:00 PM
From: steve mamus  Read Replies (2) | Respond to of 152472
 
Excellent points and post. This will be a good deal. NOK will be TOAST, and they should have figured that out. Are the folks from Sweden and Finland getting a touch arrogant?...


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