To: DaveMG who wrote (25750 ) 4/1/1999 3:56:00 PM From: DaveMG Read Replies (2) | Respond to
Random thoughts... 50% over Q1 which must be the source of the "business is very robust" comments made by Dr J. Certainly can't complain about that, although I was somewhat surprised to learn how few people are employed on ASICs and yet this is the largest pure CDMA ASIC division in the world. We can be sure the others are doing their best to catch up. Also thought the comments re relationship btween infrastructure ASICs and MSMs might explain why Q felt they could afford to get rid of infrastructure without serious degradation of their ability to innovate. How big an infrastructure operation does one need to perform meaningful trials?DOWN , and even if Q moves to a million a month this is a rather small number in comparison to Nokias million per week. Nokia is increasingly looking like the INTC of phone manufacturing,and the trouble Q is having in ramping production effectively puts Nokias incredible performance this past year into some pespective IMO. Q will have to choose soon whether or not to up the ante or step aside..Also the lack of "Q Phone" production might corroborate Teros "word" that Q is getting out of the "high end" with the exception of pdQ..
