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


To: Clarksterh who wrote (8468)2/12/1998 4:58:00 PM
From: John Cuthbertson  Respond to of 152472
 
"Everything else being equal, I'd rather have a Qualcomm handset sold than a QPE handset, and a QPE handset rather than a Samsung, and a Samsung rather than a Motorola, and a Motorola rather than (God forbid) an Ericsson."

Hi Clark,
Where does Nokia fit in there? :-)
But seriously, another thing I learned yesterday is that there is no longer a distinction between a Qualcomm handset and a QPE handset. That is, all of QCOM's handset production, including Q phone production, has now been moved into QPE. This happened just in the last several weeks, and I didn't know about it until the analyst meeting yesterday.
Of course, it's still going to be better for Qualcomm to sell a Q phone than one of the QCP models, profit-wise.

==John