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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.740.0%10:41 AM EST
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To: marginmike who wrote (22893)2/12/1999 2:27:00 PM
From: Maurice Winn  Read Replies (2) of 152472
 
*Infrastructure* Marginmike, whether Ericy is the logical infrastructure partner/buyer depends on the price they want to pay. Perhaps Ericy doesn't have enough money. Maybe the best solution is to just keep costs under control and continue the infrastructure business as a Qualcomm division. Shrink and close it if they can't sell enough minicells or whatever. But they perhaps have some successful products which they could continue with. It's still early days and I'd have thought there is some substantial synergy between handsets, ASICs, infrastructure and software.

For example, suppose Q! comes up with an idea for money transfer by email which requires special ASICs, handsets and basestations with tamper proof lids or something. The handset people would need to tell the infrastructure people what the basestation would have to be capable of doing. The ASIC designers would need to be making the orchestra harmonize. Secrecy in development might be no bad thing.

A cellphone/WWeb system is a single entity = handset/basestation/ASICs/software and it needs to work like clockwork. Customers will prefer to deal with a single supplier so that when things go wrong, they know who needs to fix it up.

Sure, things can be successfully fragmented, as in PCs with Intel making the chip, Compaq the box and Microsoft the software. But they need to work in closely to maintain a balanced system. It might be easier to do it in-house. I'd rather do it in-house.

Mqurice
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