Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 180.21

-1.2%

Jan 7 3:59 PM EST

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To: engineer who wrote (43355)	10/5/1999 2:31:00 PM
From: cfoe	of 152472

Well if those who have been saying that the sale will be announced after the rate announcement, we will know very soon. Re: your points about value, one would hope that Q's management has made the points you have made. But I would not minimize the value of market share to the right buyer. For example, ERCIY cannot be too happy falling to fifth place in the US. And their prospects for regaining market share through introduction of their own CDMA phones is not a given. However, buying Q's phone biz puts them right up their. Plus with the size of their phone manufacturing business, they should not have the same supply problems as Q. Finally, it does build on their purchase of the infrastructure biz. Oh well, we should see soon enough.

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