Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: Gregg Powers who wrote (10934)	5/28/1998 10:43:00 AM
From: Jeff Vayda	Read Replies (1) of 152472

Gregg Thank you for that analysis. You state that current market methods value cellular operators wrt 'pops' they have access to, what would be the valuation of the Q spinoff if it was viewed as a (Mexican) "cellular" business. If the new Q entity will act as an infrastructure play, I see large opportunities worldwide. As a final comment you stated Mr. White would not want to spent time on a sinking ship. If I am reading this companies creation and opportunity correctly, the possibility exists for it to become a global telecom player. The majority of people do not currently have copper line telephone access. The economies of wireless buildout are such that once a critical mass is reached, things can really take off. I think Mr. White has this in mind. If sufficient energies are applied, the CDMA rollout can be greatly enhanced. He seems to be confident enough in the maturity of the technological development to redirect his energies to its deployment. Jeff Vayda

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