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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.01-0.3%Nov 14 9:30 AM EST

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To: cfoe who wrote (1639)7/31/2000 3:24:04 AM
From: lkj  Read Replies (2) of 196649
 
No, you didn't answer the question.

If I were a GSM IP holder, I will swap a single IP for SpinCo's CDMA IP, and I will swap the others with Qualcomm's, regardless to whether Qualcomm makes any ASIC or not. Q still owns 90% of SpinCo, and IJ is still the Chair and Sulpozio is the CEO. GSM guys are not stupid. It makes zero sense to why this spin off is needed to cross-license GSM IPs at a "reasonable" price. Spinning off SpinCo does not change anything materially from an IP swapping side.

Khan
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