Qualcomm Incorporated (QCOM) 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 : Qualcomm Incorporated (QCOM)

QCOM 175.25

+0.6%

Dec 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Voltaire who wrote (43350)	10/5/1999 11:34:00 AM
From: quidditch	Read Replies (2) of 152472

Couldn't agree with you more, Voltaire. For an existing handset maker or consumer electronics manuf' (Siemens or Phillips), Q's QPE manufacturing space means nothing, nor does Q have any specialized know-how in putting the box together. What they are buying is Q's market share, such as it is, with guaranteed access [and, hopefully, more important to us--OBLIGATORY USE of Q ASICs] to the best CDMA ASICs and the pdQ and Thin line of phones. The deal is probably viewed most accurately as an omnibus licensing deal with an upfront payment and commitments down the road. Best. Steve

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next