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

To: javgo who wrote (6686)	1/29/2001 5:51:33 PM
From: cfoe	Respond to of 196546

Thanks for those numbers. I know I had the ASIC numbers, but not the total of 60 million units for CY 2000. RE: One concern is will the capacity constraints be resolved in June quarter... I believe it was Sulpizio who said that they definitely will make up the lost Q2 sales in Q3 and Q4. In fact, I would not be surprised if they exceed 16 million this quarter and say on the next CC that the production problems were resolved before the end of Q2. Just my personal opinion.