Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

3:59 PM EST

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To: DaveMG who wrote (25243)	3/26/1999 4:44:00 PM
From: Clarksterh	Read Replies (1) of 152472

Dave - Dr J responded very forcefully that ERICY got a very very good price on the infrastructure division, a "gift" which may turn out as usual to be very farsighted. By turning the other cheek, Q may actually end up with a much stronger ally in ERICY than we are expecting. Maybe, but I don't think Ericsson is built that way. For instance, one of the weaknesses of the deal, IMO, was that Qualcomm didn't get a front row seat at the table for W-CDMA. I suspect Ericsson will try to prevent Qualcomm from participating fully in the trials and this will set them back in the Direct Sequence Mode ASIC business. Clark

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