The New Qualcomm - a S&P500 company Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Clarksterh who wrote (1432)	9/12/1999 2:30:00 PM
From: kech	Read Replies (1) of 13582

Clark - 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. Well stated Clark. The real question is to try to understand the relationship between the handset division and ASIC product development. If that relationship is important, and the Q wants to bank on being a leader in ASIC product development, it might justify hanging on to the handset division even if margins aren't terrific. So far though, it is hard for me to question the wisdom of these synergies when the Q is coming out with innovative high end products like the PDQ and thinphone. Tom

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next