Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Craig Schilling who started this subject	7/26/2000 9:41:13 AM
From: Ruffian	of 152472

Report Source Brian Modoff (Added 7/26/2000 7:09:43 AM) Categories: IPOs, Market Views, Sector Reports, Stock Picks Email link to this Article Brian Modoff, Deutsche Banc Alex Brown: (QCOM) On the QCOM spin off: In terms of the core company, they'll have a gain from not having a product to sell. So when they go to a NOK, ERICY for licensing agreements they can say they have something they need improving their leverage Wall Street will be valuing the IPO based on its royalties He thinks they'll focus on CDMA In 4G, they may spend some money on different tech The SpinCo spin-off allows them to more aggressively pursue other techs in terms of cross-licensing, acquiring or even licensing in itself to bring these techs in house adding to the core semis they provide to mobile systems. This improves the functionality of the devices and competitiveness. They are also very good at CDMA, much better than anyone else is. The management team is also very strong China had already employed a GSM standard, made sense to stick with their original plan He's looking for roughly 2 billion in revs for SpinCo. As we get closer to end of the year, we'll see more 3G deployment moving stock price up Has a price target of 110.00

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