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: marginmike who wrote (1429)	9/12/1999 12:07:00 PM
From: Clarksterh	Read Replies (1) of 13582

Mike - Thats almost 35% of Q's market cap that provides only 15% of earnings. They could make $600 million in tresury's a year thats more then they will make this year after rightoffs. I would suggest that you are missing the point. Accounting systems have always had a tough time accounting for IPR, and synergies. You are assuming that money is the only thing coming from the handset division. It is not. This does not mean I would be against selling it, only that we don't have all of the information since it is impossible to encapsulate in financial statements. Correspondingly I would suggest that if Qualcomm wants to sell the handset division they really need to justify it by looking at the information and people flow back and forth between the handset division and, for instance, the ASIC division. Clark

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