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: Randall Knight who wrote (26647)	4/10/1999 11:58:00 AM
From: Bux	Read Replies (1) of 152472

I didn't think the handset business is a negative now but will be very shortly. It's quite profitable and quickly becoming more profitable. Certainly it is worth a lot to companies behind the CDMA learning curve. I suggested the divesting of handsets to focus on growing more profitable businesses such as ASICs. As wireless devices become more commonplace, the Q will want to be on the leading edge of this high-margin business. The revenue from the sale of the handset division could help facilitate this. It has been mentioned that other manufacturers do not like to purchase chips from competitors, if possible. If QCOM's market share of ASIC's rose just a few percent because they were no longer handset manufacturers, Q's total profits would be higher than a smaller share of ASIC's and handset profits combined. Phones are rapidly becoming commodities. Bux

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