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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 166.05+0.6%3:59 PM EST
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To: Caxton Rhodes who wrote (1626)9/17/1999 1:48:00 PM
From: Jeff Vayda  Read Replies (1) of 13582
 
All:

Now that the initial flurry has died down (on this thread at least) re: Handset sale. Perhaps the intent is to establish a 'chip' type arrangement. Qualcomm ASICs are not made by Q, they are produced by a third party to Qualcomm specs. I can see similar advantages to be had in the phone business.
I have been in favor of maintaining the connection to the handsets as design and function are closely coupled.

Time will tell.

Jeff Vayda
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