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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: JohnG who wrote (35027)7/14/1999 8:57:00 PM
From: Ruffian  Read Replies (1) of 152472
 
Another Q Employee? I "LOVE THESE GUYS">

qc4us: handset division
by: ofqandman
25608 of 25618
What, did you work in infrastucture? Sorry, hope you didn't lose too much money. Like I said, 4 years in the business and already up with the
other big mobile phone players. Consumer products generate about half the company's sales...you're guessing that it would be good for
shareholders because of what happened when Qcom sold infrastructure. But there's a difference, infrastructure lost lots of money every quarter
while the handset division makes lots of money. Yes, the margins are not what they are for ASICs or roylaties but they're improving every quarter.
And as a shareholder himself, don't you think Dr. Jacobs would sell it off right now if he agreed with you? It's a lot better idea to grow this
business huge before any talk of a sale anyway because it would make it worth that much more to the company.

And you don't think this business is doing well...would a nice big order from Sprint and a record quarter make you think differently?
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