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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: Ramsey Su who wrote (1515)9/14/1999 5:53:00 PM
From: llwk7051@aol.com  Read Replies (3) of 13582
 
Ramsey Su, I agree the sale will be for strategic reasons. I wonder what Qcom long range 5 year plans are? There has to be more than just asics and royalty plans. Asic sales will be good but I can not see how they will continue to dominate that part of the market unless it is through a leverage of their patent position. As to buyers, Motorola may have the most to gain and if Qcom can get a better agreement on royalty income, Qcom could also win. I hope we get good feed back on the conference tomorrow. Maybe Gregg Powers will be there and post his comments on conference and his prospects for the future direction of the company.
Robert
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