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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: Ruffian who wrote (3204)11/13/1999 8:02:00 PM
From: nbfm  Read Replies (1) of 13582
 
i want to throw something out for debate.

1. the pc market is not growing as robustly as in the past.

2. if the pc could be made wireless, that could represent a "killer app" which would bring about new sales and upgrades to the present market,

3. intc just bought dsp.

4. dsp has a license from q for cdma chips.

5. that license is terminable upon the sale of dsp.

6. intc just bought dsp after announcing its intense interest in wireless communications.

7. q and intc must now negotiate a new license,

8. intc makes chips and motherboards,

9. q's hdr sure makes owning a wireless computer fun.

10. q's management has shown that it can move fast and with a very strategic outlook (ericy settlement)

1. intc's management has shown that it can exist comfortably with other gorillas and can even manufacture its own baby gorillas (rmbs)

now for the point (finally): could the deal giving intc a license also include an agreement to start developing wireless computers?
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