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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 180.13+1.0%3:20 PM EST

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To: slacker711 who wrote (4182)12/14/1999 11:39:00 AM
From: jackmore  Read Replies (2) of 13582
 
Slacker,

Re: Sources inside Qualcomm told the San Diego Union-Tribune that Nokia would purchase the research-and-development portion of Qualcomm's phone division, while
Kyocera would own the manufacturing side.


I'm probably paranoid, but selling the r&d portion makes me nervous. I expected Q to retain that piece, as I believe they did in the infrastructure deal with ERICY. If this were to occur, it's not too clear to me how Q stays in the longer term handset chip design game. Unless this can be picked up by the remaining infrastructure r&d group? Am I looking at this the wrong way?

TIA, jack
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