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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Keith Feral who wrote (1409)	9/11/1999 6:02:00 PM
From: jackmore	Read Replies (1) \| Respond to of 13582

Keith, Re: Handset division Nice post. Agreed that selling the handset division is not a good idea. Is it at all probable that Q would go to a contract manufacturing approach if, as seems possible, demand increases geometrically? If so, any ideas of who might be a good partner? TIA, jack

To: Keith Feral who wrote (1409)	9/11/1999 6:13:00 PM
From: Ramsey Su	Read Replies (5) \| Respond to of 13582

Keith or anyone, rather than speculating on whether the handset division would be sold or not, I would like to have a feel of what the division may be worth? Has anyone done a value of the parts type analysis on QC? With the current demand and QC's technology, the division should command quite a premium. May be there is better use for the money than to compete in a soon to be low margin and commoditized end of the wireless business. One can argue that MOT's management might have erroneously focused too much attention on their handsets and counted on some clamshell for their future, while totally ignoring tommorrow's technologies. Together with the $1B or so from the secondary, the $.5 billion or so LOC and what ever the handset division can bring, this could be a serious chunk of money. Could QC consider it a lot more profitable to pursue and help develop controllable "partners" such as LWIN and Nextwave? Ramsey