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

To: Harvey Rosenkrantz who wrote (39791)	9/5/1999 10:27:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Harvey: Well said. Perhaps one way to look at the handset situation is to step back a little. Handsets are the leading edge of the movement toward handheld appliances which connect to the internet and other wire for data. IMO the wireless/internet data nexus is the future. Therefore calls for sale of the handset division are - to put it politely - shortsighted. More like a self inflicted wound in the real world. The reasons for continuing to produce the means for individuals to hold in their hands access to other individuals for voice interchange and to a wide number of choices for data exchange are so numerous and self evident that sale of the means to do so is not on the table from all I can see from plain ole logic to the company's best interest. The Q shows every sign of moving to strengthen its handset operation, not sell it. On handset prices. This is a complex issue as Gregg has suggested many times. Price is a sales tool. Not the only one, but one. And the service providers use that tool to sign up customers. Should the Q be blind to this when its primary purpose - the sine qua non for the Q - is the expansion and pervasive growth of CDMA worldwide? Seems like that question answers itself. Also the cost to the service provider (the Q's sales price) and the cost to someone signing up for a service contract are different - that is an incentive question. Therefore the retail sales price of a phone and the money the Q makes on the sale of that phone are different, flexible and case by case. Hard to generalize but the Q's management has a pretty good track record in coming from nowhere to the cat bird seat in CDMA. Isn't it possible the Q's management knows what it is doing re phones? Chaz