SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : QUALCOMM-The Wireless Wonder in 1999
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: GO*QCOM who wrote (132)3/11/2000 10:19:00 PM
From: Theophile  Read Replies (1) of 343
 
"The fact that QUALCOMM dose not have its own fab makes one wonder if buying a company such as LSI make sense for QUALCOMM"

I think not. By shedding the expensive infrastructure, the ROI and ROE of QCOM will go ballistically skyward along with its share price. The involved capital can be relegated to R&D for their more core competencies: IP development. Shedding the handset division was a step in this direction, and to acquire a commoditized factory would be a reversal of this trend. This is just my opinion. Martin Thomas
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News