The New Qualcomm - a S&P500 company Message Board

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

QCOM 174.81

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Dec 26 9:30 AM EST

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To: John Biddle who wrote (4459)	12/22/1999 10:21:00 PM
From: Art Bechhoefer	Read Replies (1) of 13582

It's very clear why QCOM wants to get out of manufacturing handsets for consumers. It's a big hassle, requires all kinds of marketing and distribution, retail outlets, etc., and is fiercely competitive (which means lower margins). QUALCOMM is merely doing the things it does best -- designing and creating new chips, elegant engineering -- ideas rather than finished products. Kyocera is a marvelous company. I would much prefer an alliance with Kyocera than with Sony. Once again, QUALCOMM has made a very intelligent decision to work with a company committed to CDMA, and not to other competing systems, such as GSM. As far as the deal itself goes, Warren Buffett has stated on numerous occasions that the only good deal is one where BOTH parties benefit.

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