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

To: Gregg Powers who wrote (11232)	6/7/1998 2:50:00 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

Is having more chips built outside Qcom by korean and others going to hurt earnings. What is breakdown of margin on ASIC vs royalty fee. I would assume that all Korean manufacturers have cost advantage right now? If so shift in buying from them to Koreans will affect 3-4Q? When do Qcom patents end? I heard VLSI is ready to sell chip now, and its best on the market. I am no tech wiz so I would not no if this is true or false. I would assume do to rampup Qcom would have advantage. Last but not least, Is Q going to limit number of people allowed to make ASICS?

To: Gregg Powers who wrote (11232)	6/7/1998 3:26:00 PM
From: Valueman	Read Replies (1) \| Respond to of 152472

Gregg: With QPE in a state of perpetual capacity constraint, how do they plan to manufacture the G* handsets? Bernard Schwartz has said that the handsets are the "long pole in the tent" and is worried about availability. Will this be set up as a separate QCOM-only production line? I have to imagine they are a high margin item(high priority), although not large in number. They expect 590,000 subs by year end 99, obviously not all CDMA. That is,they expect those numbers if they launch on time. With the delay of the first Zenit launch, that is a big question mark. Going with that launch vehicle is a crucial mistake I believe, only because the information flow is nil. It is a decent launch vehicle, but in a bad part of the world at the wrong time.