The New Qualcomm - a S&P500 company Message Board

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

QCOM 166.81

-4.1%

Nov 17 3:59 PM EST

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To: Keith Feral who wrote (1409)	9/11/1999 6:13:00 PM
From: Ramsey Su	Read Replies (5) of 13582

Keith or anyone, rather than speculating on whether the handset division would be sold or not, I would like to have a feel of what the division may be worth? Has anyone done a value of the parts type analysis on QC? With the current demand and QC's technology, the division should command quite a premium. May be there is better use for the money than to compete in a soon to be low margin and commoditized end of the wireless business. One can argue that MOT's management might have erroneously focused too much attention on their handsets and counted on some clamshell for their future, while totally ignoring tommorrow's technologies. Together with the $1B or so from the secondary, the $.5 billion or so LOC and what ever the handset division can bring, this could be a serious chunk of money. Could QC consider it a lot more profitable to pursue and help develop controllable "partners" such as LWIN and Nextwave? Ramsey

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