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

To: straight life who wrote (13651)	8/13/1998 10:35:00 AM
From: Gregg Powers	Read Replies (5) \| Respond to of 152472

Capacity and ETSI: QC is, of course, increasing capacity...but the company is also ramping 'Q' production and preparing to launch new models. I would rather have them bring capacity on incrementally, and look to improve margins, than to chase volume at the expense of profits. My thought on ETSI is simple. $1.3 billion has been taken off of QC's market capitalization at the same juncture that it has backed a large rat (ERICY) into a pretty tight corner with its IPR position. An $80 tender appears a lot more "attractive" when the underlying stock is $55 than when the underlying stock is $65. Bastards. Best regards, Gregg