Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

3:59 PM EST

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To: Jon Koplik who wrote (41171)	9/15/1999 11:26:00 AM
From: JohnG	Read Replies (1) of 152472

JohnKoplik. Pondering the effect of their announcement on sales of thin phones and PDQ phones this fall. Are they really exiting, or just turning the product over to a contract manufacturer. If they actually confirm that the division is up for sale, I postulate that this news will be a real downer for the sales of the Thin Phone and the PDQ phone--just at a time when these products are being born. Q management will have shot themselves in the foot big time. But Q management is not stupid. Therefore it is reasonable to conclude that they are not announcung an outright sale of the division at this time. Thus I postulate that they are seeking contract Mfg and distribution of their phones. Alternately, they may be seking a joint venture with a company having 1) manufacturing plants, 2) distributon systems, and 3) purchasing clout that Q just doesn't have. Seeking an outright sale and exit from phone manufacture would tend to destroy future sales of their two new phones. After all, would you buy a high tech product--even an excellent product--from a company exiting the business? JohnG

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