The New Qualcomm - a S&P500 company Message Board

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

QCOM 173.98

-0.3%

Nov 14 4:00 PM EST

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To: llwk7051@aol.com who wrote (1512)	9/14/1999 4:15:00 PM
From: Ramsey Su	Read Replies (6) of 13582

Robert D, did ERICY give QC the best offer for the infrastructure division in terms of dollars? I think the handset is going to go under the same premises. The value is going to be not only dollars but also picking up a big ally or eliminating a big "enemy". MOT does not make much sense, nor NOK or ERICY. Siemens or Phillips would be better choices for obvious reasons. I would love to see T buy the handset division as part of a global capitulation to CDMA, a la ERICY buying the infra division. But it is too early for Christmas and I know there is no Santa. As for new plans, the most logical is data. I guess we would know soon enough, in less than 24 hours. Ramsey

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