The New Qualcomm - a S&P500 company Message Board

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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: slacker711 who wrote (1530)	9/14/1999 10:27:00 PM
From: KyrosL	Read Replies (1) of 13582

would love someone else's view.... I sold my Q position a couple of weeks back, but I was looking for an opportunity to reenter. Yesterday I was tempted. Today, after the announcement of the impending sale of the handset division, I no longer am. I don't think that any company can attain and maintain huge market capitalization on technology patents and ASIC design expertise alone. Q's decision to essentially confine itself to design boutique activities, limit its future growth prospects IMHO. Lucrative intellectual property, such as that owned by Q, is always under relentless attack not only from the multitudes of hungry competitors, but also from national governments who can legislate against the IP holder (e.g. China).

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