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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Ruffian who wrote (33011)	6/23/1999 5:04:00 PM
From: Boplicity	Respond to of 152472

at 190 I'd go for it Greg

To: Ruffian who wrote (33011)	6/23/1999 5:06:00 PM
From: llwk7051@aol.com	Read Replies (1) \| Respond to of 152472

Michael, where did you get this information? "Please explain why confirmation has been made that a July 12th all hands HR meeting has been called and the Siemens legal team has been cruising the hallways at the Q! Food for thought, eh?" What do you mean "all hands HR"? Thanks, Robert d.

To: Ruffian who wrote (33011)	6/23/1999 5:36:00 PM
From: LindyBill	Read Replies (1) \| Respond to of 152472

Could be. I know a lot of top management wants to retire, and this would be a way out. I am checking my sources. (I will take 200)

To: Ruffian who wrote (33011)	6/23/1999 6:00:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

MP - My take is the obvious. Q is definitely considering sale of the handset business. They are deciding among two strategies: 1)Do they want to spread capital between expansion of the lower margin, highly competitive handset development/production AND the high margin asic development/production; or 2)Sell the handset division to Siemens for a pretty penny and focus on chips only. This seems like a higher return on capital investment. Opting for 1) is much higher risk for invested capital than 2) because the handset business is much more competitive and uncertain. However, as Gregg "da Man" pointed out earlier, the reward potential is also high. My guess? The handset division will be sold. Either way the Q will do great. Caxton