SI
SI
discoversearch

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 179.02+3.7%Nov 5 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ramsey Su who wrote (25151)3/26/1999 8:45:00 AM
From: Jeff Vayda  Read Replies (1) of 152472
 
Ramsey Su; I second your comments - No more posts on articles about the agreement. Lets get on with the job of figuring this deal out. Street obviously likes it. We like the stock rise. Time to get ahead of the bow wave and work on the details.

Money from infrastructure goes to current Qualcom deals (Chilie, Russian, Brazil, more Globalstar stations and digital cinema?) and to future deals (China and Lwin support and 3/4G R&D?) Plenty of uses for some cash, but where to put it to best use?

They may have sold the infrastructure R&D but they only sold the infrastructure R&D - which I would say was a small part of the Q's overall R&D efforts.(Didnt the earlier accounts on the reductions at infrastructure mention something about realignment of people/departments - thereby moving some brain power out of the infrastructure house into other locations?)

CDMA is at a inflection point. A small investment now might cascade into huge advantages later. I can foresee some significant and rapid increases in returns. From kick starting China with manufacturing plants (both infrastructure from Eric and phones by way of the Q) to helping AT&T retool or even dropping another phone plant in Brazil.

Nice to have some negative uncertainty removed. Much more fun to work on the positive side of things.

Jeff Vayda
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News