Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.36

+2.4%

12:07 PM EST

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To: RoseCampion who wrote (41079)	9/14/1999 6:16:00 PM
From: Don Edgerton	Read Replies (2) of 152472

All the news releases indicate an intent to sell. I read it as strategic alternatives. I believe contract manufacturing is one of the options being considered. As I recall ERICY sold some of its assembly operations to a contract manufacturer some time ago. It mentioned terrestrial phones. That implies it will keep the GSTRG satellite phones in house. Likely to be high margin. Contract manufacturing allows Q to maintain control over the product. IT is # 2 in market share in the US now. HQ rep implied otherwise. Don't count out Samsung as purchaser. They are a large CDMA supporter. Only barrier is high level of debt.

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