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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: Wyätt Gwyön who wrote (95)7/23/1999 6:40:00 PM
From: JGoren  Read Replies (1) of 13582
 
It's positive. The company's model is to sell chips even to its handset competitors. The chipset is the most profitable component in a handset. Remember that little company Intel; it doesn't make boxes, it doesn't fabricate computers; it just sells "Intel Inside." It is also generally regarded that making handsets helps the company make better chipsets even though some of its competitors may not particularly like buying chips from a competitor. One of the reasons that some people have thought the company would eventually sell the handset division is that it would enable it to maintain dominance in the chipsets by selling to Nokia and Ericy. Every handset maker which has tried to design or manufacture its own cdma chips has encountered problems. Mot came to the market late because it arrogantly refused to buy Qualcomm chips. From what we hear, MOT still doesn't get the performance from its handsets that it should.

To: gdichaz--According to posts on the other thread, Qualcomm has assisted Nokia with a software problem Nokia had, so it is not unwilling to help a competitor.
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