Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.20

-3.3%

3:59 PM EST

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To: Clarksterh who wrote (24957)	3/25/1999 11:15:00 AM
From: Sawtooth	Read Replies (1) of 152472

<<Hardly. Ericsson is likely to make billions of dollars off of the infrastructure division and it appears that Qualcomm sold all interest in it - this is not pennies. Also, they lost much of their ability to innovate since they sold the R&D people as well.>> Shooting from the hip without knowing the details, first glance looks to me like this is an opportunity for both companies to focus on wht they do best: Q on asics and related licensing rev's, handsets and convergent devices; Ericy on infrastructure. Maybe Q could have turned the infra unit into a profitable operation; but no guarantees. Q can surf on Ericy's infra buildout and worldwide relationships; virtually minting money as the infra expands. A good deal is a good deal, even if a better deal could have been eventually reached. Regards.

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