The New Qualcomm - a S&P500 company Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 174.54

-1.2%

Nov 13 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Caxton Rhodes who wrote (1573)	9/16/1999 10:13:00 AM
From: JMD	Read Replies (1) of 13582

Idler, Caxton--many thanks for bagging the meeting notes from yahoo or the garbage can or wherever. Apparently we got the primary reason for selling the handset division right: it's a low margin business that requires massive volumes to drive it. Thin Phones are flying off the shelves, and the Q's capacity will make a nice fit for one of the handful of survivors in the business. Announce it now and let the bidders sweat: what happens if we DON'T buy it? Lovely. Meanwhile Jacobs and crew are making sure CDMA/HDR fits with every platform (and form factor) in the known universe and leveling all guns on ASICs/R&D. Gregg got it wrong this time; but he's allowed a couple a year and he still way under quota. Hats off to Thornley; seems like a very clear headed decision to me. SM

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next