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

To: Maurice Winn who wrote (22425)2/3/1999 4:07:00 PM
From: Ruffian  Respond to of 152472
 
Q Closes Up 4!<eom>



To: Maurice Winn who wrote (22425)2/3/1999 4:15:00 PM
From: SKIP PAUL  Respond to of 152472
 
Additional Notes from yesterday's cc:

-Handset/Asic Order flow "very very strong"
-May Go for contract manufacturing to meet demand
-Already working on next generation ASIC chip
-Infrastructure will breakeven without further cuts based on orders in hand This fiscal year.
-New compact base stations are much quicker and cheaper to deploy
-Working on future generation base station



To: Maurice Winn who wrote (22425)2/3/1999 11:21:00 PM
From: Jim Lurgio  Read Replies (1) | Respond to of 152472
 
I'm still on the sidelines with the Q and wonder what you meant when you said " Infrastructure sales continue fast and are filling in gaps in existing networks while extending them. The more the gaps are filled, the faster the conversion to cdmaOne"

How come the Q layed off so many if sales continue so fast ? If things were that good wouldn't they need more to fill the gaps ?


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