The New Qualcomm - a S&P500 company Message Board

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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Caxton Rhodes who wrote (23)	7/22/1999 2:19:00 PM
From: JMD	Read Replies (2) of 13582

Caxton, if the publishing 'rules' permit, would you post the H&Q QCOM report at your earliest opportunity? If Hambrecht has spotted some weaknesses, it may give us a clue as to the intended use of Q's new warchest. My impression is that Dr. Jacobs is well aware of areas that need attention and that the money will be reinvested in Q rather than for an acquisition. The watchword worldwide seems to be "overcapacity". Wouldn't it be sensible for QCOM to setup/fund manufacturing joint ventures overseas in order to expand handset and ASIC production? Simplistically, is it feasible to find a VCR factory and retool it to make handsets? It seems to me that this is what creative destruction is all about: the other way of phrasing it is recycling. Of course the good Doctor will turn around and prove me wrong, but there really is little evidence to support Qualcomm as an acquirer: based on its history, I would anticipate continued investment to grow the company the old fashioned way (which would suit me just fine). off topic: many thanks to Ramsey. Reading through these posts is like a breath of fresh air; reminds me of the old days. regards, mike doyle

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