Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: marginmike who wrote (18083)	11/10/1998 10:03:00 AM
From: Clarksterh	Read Replies (1) of 152472

I just feel handset business should perform, or be gotten rid of. First I should point out that even if Motorola provides a phone with longer times for less weight (and I agree that the specs do indicate that), that is no guarantee that Qualcomm can't still make money at handsets targeted at a different market (e.g. price point or data capabilities). Second, I would like to point out that Motorola has been promising 'Our phones will be available in the next Q or two' for the last two years. The new Startac is promised for this quarter, but at this point I'm inclined to believe it only when I see it. Finally, there are occassions when a particular division doesn't make much money, but it is still important to the overall company for a variety of reasons. For instance, although making commercial satellites is not a money maker, companies do it because it allows them to get into money making markets they would not otherwise be able to get into (e.g. government projects and DirecTV). For Qualcomm, as system designers and ASIC vendors, it is probably good to have extensive experience in handset design and manufacture. Clark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next