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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 165.13+1.1%Nov 26 3:59 PM EST
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To: lkj who wrote (1598)7/30/2000 11:45:47 AM
From: JMD  Read Replies (3) of 196767
 
Khan, your comment "I see no point in spinning off the ASIC unit. If CDMA IP is what the world needs, then make Nokia come and get it. If WCDMA is really that important to Nokia, it can't hold much longer." is exactly the point I was trying to make. This is Qualcomm's first strategic move that strikes me as meaningless. It is not as stupid as NOK buying back its own stock {now there's a really dumbo move: let's see, I'm facing a potentially fatal competetive tech threat. Do I spend $$ buying or building the necessary technology to counter it? Neither! I'll buy my own stock, instead. Exit stage left.}
Thanks for the Edgar URL, John, but 100 pages of SEC legal obfuscation ain't what I'm looking for, which is common sense, a commodity that has never been found in any SEC filing. Qualcomm, IMO, has merely reshuffled pieces on the chessboard without in any way affecting the dynamics of the underlying game. They are not 'free-er' to do anything post Spinco, than they could do today. Their customers have the same bargaining power with respect to license fees before or after Spinco. The only thing you get for sure is duplicative management structures, Boards of Directors, which is a whole lot of executive comp down the drain. For the first time ever, I'm really disappointed in the Q. I think Dr. IJ misses Dr. Viterbi's wise counsel. Spinco is a crock. Mike Doyle
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