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

To: slacker711 who wrote (77310)7/20/2000 10:05:23 AM
From: shamsaee  Respond to of 152472
 
They said they expected 2 to 3 mil less asics sales from q3 to q4.That puts it at 12/13 mil.So if we do the math you have got a 20% slow down.Cabi being on the safe side is advising 25%.



To: slacker711 who wrote (77310)7/20/2000 10:06:25 AM
From: quidditch  Read Replies (1) | Respond to of 152472
 
r, I had the same doubt as you in my notes; and if Schrock expects Q4 infra to be "lumpy", whither 1x CSMs and 1x roll-out in Korea, Japan, let alone US in 2001????

Who can tell us what lead times for ordering and for deployment you need to get 1x system up and running?

Steve


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