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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: mauser96 who wrote (2657)	6/16/1999 8:58:00 AM
From: slacker711	Read Replies (2) of 54805

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. The Q sold off the manufacturing and design portions of their infrastructure group. However they will still be designing the ASIC's that go into CDMA base stations. I believe they have somewhere around 70% of this market. They also will still be building gateways for Globalstar and act as a subcontractor for Nortel's infrastructure division. They also will still be selling HDR, which is an improvement to existing infrastructure. To be perfectly honest, I'm not sure what Qualcomm gave up, except for the contracts with LEAP, and various other start-ups (Russia, Brazil, Mexico). Most of these were a headache anyway. Slacker

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