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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.810.0%Dec 26 9:30 AM EST

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To: RocketMan who wrote (4518)12/23/1999 6:38:00 PM
From: Mr. Sunshine  Read Replies (1) of 13582
 
<<The ASICs themselves are not hard to do ...
So it appears that Nokia has three choices:
(1) Copy and mass produce, pay Q royalties
(2) Buy from Q, pay Q the cost
(3) Make them, pay Q royalties + continuing R&D costs>>

My bet is on number (3), by trying to steal as many QCOM engineers as possible. Starting the day of the announcement (at least that was the first day I saw it) NOKIA has had large ads in the San Diego Union-Tribune for all types of wireless/RF engineers. Obviously trying to steal disgruntled Q phone employees.

A large number of engineers jumping to the Dark Side could bring them up to speed on CDMA ASICS fairly fast. Let's hope that the structure of the deal will keep our intellectual brainpower where it belongs - making money for us.

Great Investing to All,

Steve
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