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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DaYooper who wrote (28397)	7/20/2000 1:31:16 AM
From: Uncle Frank	Read Replies (1) of 54805

>> Better yet, how about spinning off the asics division into a separate company competing with TXN and INTC head to head. QCOM just takes 5% of everything cdma related, infra to handsets, from every manufacturer. That would be the "A" solution. Then Qualcomm could provide very expensive technical support to every company that needed help in making cdma, such as Motorola and Nokia. Of course, I'd hope they would distribute the shares to the stockholders. I wouldn't mind owning a piece of the asic company that holds the overwhelming market share of cdma chips. uf

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