Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 168.08

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12:59 PM EST

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To: DaveMG who wrote (29322)	5/6/1999 11:56:00 AM
From: Jeff Vayda	Read Replies (1) of 152472

DaveMG: wrt infrastructure division For us it appears that if things get really bad we'll have to eat the sale and just shut things down. Sounds as if you might be a little close to the action. Wish I was in the Q infrastructure business. Does not sound like a bad position. Sure it would be difficult to swallow being employed by your arch enemy, but they (you) have to know they are in a very tight market. Eric has put down $125 million and a significant future profit potential. (given the vaporware time to market is questionable) Add to that the prospect of cashing in some portion of very valuable options, and I can think of worst situations to be in. (I hear there are TV stations in Belgrade who needs some help) Jeff Vayda P.S. In no way am I saying that it is a 'good day' in Belgrade or that I 'regard' the situation to be anything more than a big hubris inspired mess. Having said that, and the fact that it is still too early in the week to have a Friday Beer, I admit that I did toast the Delta III launch Tuesday. From now on I will only toast to a successful on-orbit deploy and hand-over to the customer.

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