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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (2656)6/16/1999 8:10:00 AM
From: mauser96  Read Replies (3) of 54805
 
Now I'm confused about exactly what QCOM got rid of when they sold the infrastructure business. I also can't locate the posts you refer to- I did find a couple on the QCOM thread. #32293 discusses a wireless link at QCOM campus, but this was done by Wavespan. If QCOM had this technology, why would they hire somebody else to do it? Also post 32363 involves wireless CDMA links, but this was done by Nortel. I did find a recent press release at qualcomm.com saying that QCOM was developing chipsets and modems for base stations. Maybe this means QCOM sold their old infrastructure business but is free to develop new products. I'm not 100% sure exactly what the word "infrastructure" means in this specific case, but I thought it included things like base stations. Can you elucidate further? The press release from Qualcomm announcing the deal said that Ericsson will purchase QCOM's terrestrial CDMA wireless infrastructure business and it's R&D resources in Colorado. However apparently the purchase only involves a "portion" of related personnel so perhaps that means they still can work in infrastructure in the future.
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