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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 163.32+2.3%3:59 PM EST

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To: Clarksterh who wrote (485)8/3/1999 10:07:00 PM
From: Valueman  Read Replies (1) of 13582
 
I do not get the same idea from that paragraph in the 10-K as you do. Motorola and Lucent are not getting a free ride with no royalties owed. That is not a possibility. Also, remember that MOT bought the remains of LU's handset division, including the engineers. This is likely the fruit of that acquisition.

I have pointed out this fact about MOT and LU being able to sell their ASICs a number of times. It has been in the SEC filings for some time. It should not come as a surprise to anyone. Is it worth a $2 billion loss in market cap for QCOM? I don't think so. QCOM is the leader in advanced ASICs and software/support to back them up. Bring on the competition.
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