The New Qualcomm - a S&P500 company Message Board

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

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To: DaveMG who wrote (4063)	12/8/1999 10:30:00 PM
From: khacha	Read Replies (2) of 13582

I think that it is much more in the interest of Qualcomm to sell the handset division to Nokia than to Samsung. Samsung is already the conquered territory for Qualcomm, it is already producing CDMA phones, already paying royalties to Qualcomm. Nokia is the new territory, and having Nokia on its side, the worldwide spreading of CDMA would be greatly enhanced. Getting Nokia to recognize Qualcomm patents and to pay royalties would be much more important for Qualcomm than the March agreement with Erickson since Erickson is only a marginal player in handsets. Part of the sales agreement would almost certainly be the committment by Nokia to buy chips from Qualcomm. A similar agreement with Samsung would not add anything since Samsung is already buying chips from Qualcomm. But Nokia will be a huge new market, and Qualcomm could be made an exclusive supplier by the terms of the agreement, excluding players like LSI logic, Motorola etc. For Nokia, the purchase of the Qualcomm's handset division will allow it to remain at the forefront of the wireless computing, and not to yield its leadership position to Motorola.

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