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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 178.29-1.6%Dec 12 9:30 AM EST

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To: mindykoeppel who wrote (72944)1/2/2008 9:30:43 AM
From: slacker711  Read Replies (2) of 196959
 
Question on splitting the company - Paul said that splitting would do nothing in the near term except maybe affect the status of negotiations.

The injunctions would still apply to QTL, but as Paul stated, it could provide a change in the negotiations.

More broadly, I believe that QCT currently has the best portfolio of WCDMA/HSDPA chipsets in the industry. Unfortunately, the stigma of QTL will keep them from ever hitting their 50% market share goal. Over the long-term, a stand-alone QCT will have the ability to win business from all of the major handset manufacturers.

Unfortunately, PJ's answer to the split question sounded exactly the same as it has for the last two years.

Slacker
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