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To: JGoren who wrote (19344)12/8/1998 5:36:00 PM
From: bdog  Respond to of 152472
 
How do you know this about the shorts and suppliers. Which suppliers are we talking about? Sounds a little dubious to me that this could be the cause of such a dramatic drop off starting immediately after the ERICY announcement.



To: JGoren who wrote (19344)12/9/1998 12:24:00 PM
From: Greg B.  Read Replies (1) | Respond to of 152472
 
There is a rumor that Nokia will contract with Qualcomm to second source the ASIC's for Nokia's new, high-end phones.

Can anyone shed more light on this topic?

I get the impression that the release of the First Boston report might be delayed indefinitely, or saved for a rainy day.

Regards,
Greg B.


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