Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: Robert Scott who wrote (26646)	4/10/1999 8:27:00 AM
From: Randall Knight	Read Replies (3) of 152472

Why so much talk about the handset business as a negative? 1) The Q is selling every handset they make as fast as they can make them. 2) The CDMA handset market will grow faster than any other wireless handset market. There is plenty of room for everyone. 3) If the Q ever does want to sell the handset division in order to avoid conflict of interest with ASIC customers, don't you think they can command a highly favorable premium? Given 1 and 2 above, the Q's handset division is a gold mine for any competitor.

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