Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.72

-4.4%

Nov 4 3:59 PM EST

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To: Ruffian who wrote (26218)	4/6/1999 12:28:00 PM
From: w molloy	Read Replies (1) of 152472

If Q would rid the handset division, whats next?, an RD Co? MP Why not? I was thinking that they should focus on core strengths i.e ASIC design. Intel have done pretty well for a number of years flogging microprocessors. They have yet to enter the mass market for PC's. On another tack, I understand that Sony are attempting to design their own CDMA ASIC. So are Denso (they have just signed a deal with Isotel for the software protocol stack). Nokia use their own silicon. These companies do not want to do source the guts of their handsets from a company that is also a competitor in the handset business. QCOM ASICS are still ahead of the competition. Divestiture of the handset division removes the incentive for companies to develop their own silicon and should result in increased ASIC sales (with superior GM over handsets). w.

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