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

To: Keith Feral who wrote (22709)2/8/1999 11:33:00 PM
From: Ruffian  Respond to of 152472
 
Keith, Money Flow Looks Good Again!>

trading-ideas.com



To: Keith Feral who wrote (22709)2/8/1999 11:33:00 PM
From: marginmike  Read Replies (1) | Respond to of 152472
 
I think tha depends on G*



To: Keith Feral who wrote (22709)2/8/1999 11:54:00 PM
From: JGoren  Respond to of 152472
 
I was focusing more on Nokia and other big handset manufacturers who can achieve economies of scale in ASIC production. Nah, haven't sold a share of Qcom and don't intend to; have held for three years or more and not even traded in the former trading range.



To: Keith Feral who wrote (22709)2/9/1999 12:03:00 AM
From: Valueman  Read Replies (1) | Respond to of 152472
 
One thing to keep in mind - companies that are licensed to make the handsets can only use the ASIC chipsets internally.

Actually, I seem to recall in reading some SEC filing that both Motorola and Lucent can resell their own chips, but who would want them??

DSP is selling only to Kyocera, which owns a chunk of DSP. Otherwise, QCOM clean sweeps Japan.


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