The New Qualcomm - a S&P500 company Message Board

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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: DaveMG who wrote (3718)	11/28/1999 7:33:00 PM
From: SKIP PAUL	Read Replies (1) of 13582

He was correct that QCOM lacked the economies of scale necessary to compete in the handset business, Dave with all due respect, I think you have missed the point of the handset divestiture. QCOM does not want to be in the handset business because it can deploy its capital and brainpower in more profitable businesses. If QCOM stayed in the handset business it could in time achieve Nokia like profit which are around 10%. QCOM's profit margin X-handsets is in the 30% area. The component shortage is a 3 to 4 Quarter phenomenon. I just don't think the "conversion" is anything like the slamdunk that some intimate. I dont know if you have been business but a 4 to 1 competitive disadvantage is impossible to sustain. It is a slam dunk!! believe it or not. " WCDMA" doesn't need Q IPR" ERICY is the grandaddy of all wireless companies if they have agreed to pay royalties that is good enough for me. They would not be paying a cent of royalty if they did not have to. No company has offerred WCDMA commercially yet without a Qualcomm license. We shall see.

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