Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.88

+1.4%

2:22 PM EST

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To: Boplicity who wrote (77755)	7/25/2000 4:36:48 PM
From: DownSouth	Read Replies (1) of 152472

unless NOK comes to the table or we start to hear new deals because of the spinco, then it's all for nothing and you end up with more overhead. Why does a deal w/NOK need to happen? SPINCO will commoditize 3G ASICS and cut NOK off at the knees in the market place! NOK has huge SG&A costs, marketing costs, R&D costs. SPINCO, after getting x-licensing, can deliver 2.5G and 3G ASICS to integrators (like KYOCERA) and the market will be flooded with superior phones at lower prices than NOK can provide. The time frame of the 3G roll-out doesn't change much because of spinco, can't see how it could, that has been one of the factors holding QCOM back. Of course it does! SPINCO already has the CDMA IPR that it needs for 3G. Now it can get the GSM x-licenses that it needs. Result--everybody gets 3G ASICS built faster, especially SPINCO. I see as QCOM facing reality of W-CDMA as the pending standard worldwide and the need to cross license. Is it not clear to you that SPINCO solves that x-license problem? QCOM needs NO x-license. IJ even said that, clearly, in the cc.

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