Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 171.02

-1.5%

Dec 31 3:59 PM EST

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To: waverider who wrote (56053)	12/22/1999 6:28:00 PM
From: DreaminMan	Read Replies (1) of 152472

Q & A concall on now, said they were "comfortable" with current .95 estimates for 4th quarter. Deal will be immediately accretive upon close for 2 reasons: 1) Will be selling chips to third party and not internal division 2) Dumping of money losing business In the past "comfortable" has meant they will beat the estimate by a decent amount. Qualcomm handset brand can be used on existing phones, but whether newer phones will carry the "Qualcomm" brand is up to KYO - not decided yet. IJ on Nokia - did continue discussions with a handful of companies right to the end. Best deal all around was KYO to advance CDMA and for employees. Still hope for "positive" relationship on ASIC chips with Nokia.

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