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

To: cfoe who wrote (32908)	2/27/2003 12:36:56 AM
From: cfoe	Read Replies (1) \| Respond to of 196451

I own some Flextronics stock and have been listening to their eoq and mid-q conference calls for a few quarters. Every since I began listening, they have mentioned and been questioned about their new oem business, which among other products this includes both GSM and CDMA cell phones. Regarding the latter, they have repeatedly been asked about their relationship with QCOM. On today's mid-q call they said the oem phones would begin selling in the June quarter and ramp up substantially later later in the year. Does anyone have any idea what the CDMA phones they are working on are? Could they be the new low-cost zif phones (the under $100 models)? If so, who could they be making them for - Vesper, Reliance, someone else? FLEX management is very, very optimistic about this new business and it sounded like cell phones will play an important role.