Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.00

+0.4%

Dec 9 3:59 PM EST

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To: MileHigh who wrote (51924)	11/29/1999 11:54:00 PM
From: voop	Read Replies (1) of 152472

MileHigh My uninformed opinion is that Errorickson competes with with LU for wireless infrastructure biz as CSCO does with other telecomm supply. And since Errorickson bought the biz from Q they now can integrate the CDMA into what they doand plan to do. In addition, they can integrate with all of Errorickson GSM European biz. CSCO ain't gonna do a JV with LU or NT who they are fighting tooth and nail to capture the legacy enterprise dollars. So the only wireless infra structure of note with no direct competition who happens to be large in GSM and have the CDMA infrastructure in Errorickson. As usual CSCO knows what they are doing. If Q had kept the biz, the JV might well have been with them. What do you think? Voop

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