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

To: Dan Ross who wrote (7788)	1/30/1998 7:11:00 PM
From: JMD	Read Replies (3) \| Respond to of 152472

Caxton, Dan and all: one more copy from Motley. The poster may be a flamer as I don't recognize him from past but here's his latest cheery news. He keeps hammering away about this Micrel outfit. Any clues? I take it from Caxton's links that ANAD makes analog circuitry rather than VLSI's all digital circuitry so maybe the Q had made enough dual mode dual band phones and doesn't need ANAD's stuff anymore? Ain't seen nothing from the Q relating to ETSI and the SEEMINGLY good IPR news so your two beers are safe Caxton. Damn I wish I could figure this stuff out: Well the evidence is mounting that things are deteriorating fast for QCOM. Did you guys see the Anadigics news? They blew up and had awful outlook.....they do a ton of biz with qcom and the korean marketplace. They are saying demand is slowing and there is an inventory build up in the channel. what does this mean? I would think QCOM will go through another inventory correction like they did last summer and the stock goes alot lower. add this to micrel and you start thinking things are going awry. good luck Comments anybody? Mike Doyle