Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dan Ross who wrote (6331)	12/12/1997 9:21:00 PM
From: Asterisk	Respond to of 152472

I do not believe that anyone else is producing ASICS for sale. Samsung is using Qualcomms, and I have not heard of Nokia offering theirs for sale... I thought that supply/demand was a reality. If you can only produce 6 million ASICS (or however many) and you have more buyers than you have supply then the price will go up. That is all I mean, that you sell to the highest bidder. I thought that IDO/DDI was a going concern. Sorry about Japan, evidently I am wrong (I admit mistakes, unlike rabble rousers like chuckj who is just a pesky annoyance). I still believe that even with the Korea situation QCOM cannot make enough phones to meet demand. I think that the opposition is farther away than many people think. Call your local Cell company and ask whose phones they want. I was told by a tech that Airtouch will not accept some companies phones (sorry can't remember whose) because RF wise they stink. Odviously it isn't QCOM they won't accept, as they are still in the stores and selling. I think that technology wise people are under estimating how complex these phones are. The only reason that Samsung has theirs out is that they are using QCOM asics, software and design.