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


To: kech who wrote (7142)1/15/1998 8:17:00 PM
From: Ramsey Su  Read Replies (1) | Respond to of 152472
 
Tom, I believe the low margins are from the learning pains of having to first build out QPE assembly line from nothing, then almost immediately having to retool for Q and the new generation handsets.

I can't reference the source but I think it was during one of the previous conference calls that QCOM expects margin to increase.

In the mean time, tomorrow may be a great buy opp if QCOM got dragged dn by ADCT, together with the rest of the telecom sector.

Ramsey



To: kech who wrote (7142)1/15/1998 10:40:00 PM
From: SKIP PAUL  Read Replies (2) | Respond to of 152472
 
Tom, No I don't think that is the way JV's are accounted for.