Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 175.25

+0.6%

Dec 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JGoren who wrote (34204)	7/7/1999 2:39:00 PM
From: Ruffian	Read Replies (1) of 152472

Reference Handset Division Possible Sale. There is know rational reason Q should be talking about selling the division. Just think about it. Sony just through in the towel on the N.American handset market. This enables Q to capture Sonys market share. In the recent DataQuest Report Q had 14% market share.When you combine this market share with Sony's 7% share, Q penetration in US should exceed 20%. On top of the market share issue there appears to be no suggestion that Q is actively engaged with any investment bankers. If Q was involved with the sale of the handset division, Lehman Brothers analyst Tim Luke would be in a "QUIET PERIOD". Luke was the investment banker for Q in the spinoff of LWIN & sale of infra to ericy. Whatever is going on @ the Q, a JV makes more sense than outright sale. Luke also made mention of Big handset contract with Sprint. Mp

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next