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


To: jpbrody who wrote (29297)5/6/1999 3:16:00 AM
From: JGoren  Respond to of 152472
 
I think what Cena was emphasizing are better manufacturing efficiency, which improves production as well as margins.

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To: jpbrody who wrote (29297)5/6/1999 4:40:00 AM
From: Jon Koplik  Read Replies (2) | Respond to of 152472
 
Also, Qualcomm management has implied "Thin Phone" is easier to manufacture than previous handset models.

Jon.



To: jpbrody who wrote (29297)5/6/1999 9:52:00 AM
From: Harvey Rosenkrantz  Read Replies (2) | Respond to of 152472
 
" Qualcomm can now produce more than 160 phones each hour in each of its 18 manufacturing lines. It
was only a couple of months ago when Qualcomm was only able to produce 100 phones each hour for every
assembly line."

I may have screwed up the math, but I get 160x18x8(hrs.per day)x30(days per month) to total 691,200 phones per month. I used 30 days per month because Q is capacity constrained and supposedly going 7/24 cranking out units. If you multiply by 3 (to get to 24 hrs. per day) the number becomes huge.

I think there is an error in his observations or calculations. Alternatively, they may not be going 7/24.