Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.07

-1.0%

3:59 PM EST

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To: mthomas who wrote (40925)	9/14/1999 11:37:00 AM
From: JGoren	Read Replies (1) of 152472

I have been posting for about two weeks that company was planning to get out of the handset division and that it was being shopped. Some folks were naturally skeptical for two reasons: (1) out of concern about how R&D can go forward without involvement in manufacturing the devices; and (2) impact of losing large revenues and income (even though lower than chip margins). There was similar skepticism over infra division sale. Part of this derives from folks trying to figure out the business model if the company is not manufacturing. Not necessarily "negative" posts. The negative posts have been from momo, TA players who haven't the slightest idea of what the company does, its business strategy or the industry. Sure would be nice if we close the day having made up yesterday's fear-monger decline.

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