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Technology Stocks : QUALCOMM-The Wireless Wonder in 1999 -- Ignore unavailable to you. Want to Upgrade?

To: GO*QCOM who wrote (131)3/11/2000 11:38:00 AM
From: GO*QCOM  Read Replies (2) | Respond to of 343
 
To: Cooters who wrote (7444)
From: GO*QCOM Saturday, Mar 11, 2000 11:32 AM ET
Reply # of 7447

"Having its own plants gives LSI an advantage competitors that are fabless and use other companies' plants to make chips, said Danny Lam, an analyst at FHI Research.com Inc."
"We are beginning to see capacity problems with demand exceeding supply,' Lam said. ``LSI may end up picking up a lot of market share from the fabless companies such as Qualcomm. "
The fact that QUALCOMM dose not have its own fab makes one wonder if buying a company such as LSI make sense for QUALCOMM.



To: GO*QCOM who wrote (131)3/11/2000 1:05:00 PM
From: lkj  Read Replies (1) | Respond to of 343
 
GO*QCOM,

Not having a fab was one of the two reasons that I thought Qualcomm should consider a merger with TI. The other reason is to gain TI's DSP and Mixed-signal technologies. I personally don't like LSI, because of its poor history. If not TI, I much rather see ADI than LSI.

Khan


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