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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 159.59-3.9%3:59 PM EST
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To: cfoe who wrote (1684)9/19/1999 8:10:00 AM
From: jackmore  Read Replies (2) of 13582
 
cfoent,

Re: I found particularly interesting the reference to "...manufacturers currently not in the mobile phone business." I had offered up Compaq in a previous message, but got no agreement (and I'm probably wrong). However, who do we think could be in this category? A current PC maker? And would it make sense to go this route?

It's fun to speculate, isn't it? In the non-mobile phone category, one Asian comes immediately to mind: Toshiba. They have a telecom division but I don't think they produce any wireless products. They are well versed in laptops which may be a plus going forward if phones and computers "morph" (as coined by another poster, I think Mile High). I believe they also have fairly extensive manufacturing resources and experience, as well as global brand recognition. But, I confess, I know nothing of their wherewithal to enter into such an arrangement. Maybe others here do.

I have this feeling, as perhaps you do, that the Q may just hook up with someone unexpected by the Wall Street wonks. The choice won't be obvious until it's announced, then we'll hear what a logical (and obvious) choice it was!

Just two more cents to add to the pile.

Best, jack
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