Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.94

+1.1%

3:59 PM EST

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To: 100cfm who wrote (56129)	12/22/1999 8:52:00 PM
From: GO*QCOM	Read Replies (2) of 152472

I agree selling to Kyocera will be the start of a dynamic powerhouse.The arrangement is synergistic in its direction as QUALCOMM has the CDMA power and Kyocera is a large global player that needs badly to get very big, very fast in mobile phone manufacturing.This should put Nokia and Motorola on the defensive as they won't have the CDMA expertise that QUALCOMM brings to Kyocera.QUALCOMM will concentrate in creating very advanced CDMA chips and software. Nokia and Motorola will not be able to keep up and the capitulation to using QUALCOMM chips will occur.It is assured in this scenario and so QUALCOMM gets three companies as an ASIC,software customers in the end.QUALCOMM knows very well that as these ASICS keep advancing in capability going beyond voice driving HDR they will command the ASIC ,software CDMA market that goes well beyond the royalty model.This is a true Gorilla stradegy that will pay off bigger then the sale going to Nokia.

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