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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (2475)	8/28/2000 12:37:02 PM
From: marginmike	Read Replies (2) \| Respond to of 197227

Corect me if I am wrong but Qcom stated 14 million chips last quarter add that to 57 million that comes in arround 71 million which means that there are many chips being used this quarter from last quarters ordering. We need to see current usage to determine if there is a slowdown. The last quarter had good chip sales that was never the issue, it is this quarter that is in doubt. The numbers coming out of Korea and with NTT strong comp in Japan the Asian numbers will be weak. It will depend on USA and Latin America and Australia to pick up the slack. It would also help if we had some Liscencing deals this quarter.