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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: mauser96 who wrote (3451)	7/5/1999 1:59:00 PM
From: gdichaz	Respond to of 54805

To Lucius: The Q has had to fight all the way to gain a seat at the table for CDMA. That is clear. So far the success of that endeavor, at least in what Mike chooses to call its niche, is evident. I have watched this process for years, and so far have found the Q's management to be a pretty savy bunch with making choices at the forks in the road which seem looking back on them to have been quite sensible. I expect them to continue to make careful choices. Since it should be clear to anyone who has studied the emerging nexus of wireless and the internet (and other data carrying systems) on wire that the wireless handheld device (a phone is current terminology) is a key area to be in right now, I do not expect the Q to run away from that opportunity to sell that capacity to Siemens. IMO that would be just plain shortsighted. Possible, as the rumors seem to reflect, but I for one will be very very surprised regardless of rumor that an out and out sale of the "phone division" to Siemens will happen. It seems very possible to me that some working relationship with Siemens will evolve to the benefit of both companies. It is just that a complete sale - a discarding of direct involvement in the opportunity for wireless handheld appliances - is not likely to be the shape that working relationship will take. This is only speculation on my part of course. But it is based on long observation of the Q's management in action. All just IMO. Cha2

To: mauser96 who wrote (3451)	7/5/1999 3:22:00 PM
From: LindyBill	Respond to of 54805

The ownership of the cell phone manufacturing part isn't liked by many institutions. I agree, Lucius. The Phone bus, while it may be profitable, does not deliver the margins that we like to see from a Gorilla. If they did sell the division,I think the price would go up because of it. In any case, I remain as high on Q as ever