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

To: gdichaz who wrote (1435)	9/12/1999 1:31:00 PM
From: SKIP PAUL	Read Replies (2) \| Respond to of 13582

Manufacturing handsets is a high risk business. Subject to vagaries of consumer choice, marketing prowess, supply chain management, opertaional management etc. I Dont think it is as critical to QCOM's/CDMA's future as you state it to be, as long as there are other competent manufacturers around that will assure an adequate supply of cutting edge devices. QCOM can certainly continue to Design cutting edge devices and license them to other manufacturers. One big advantage of selling or spinning off the handset division would be that QCOM's operating margins would jump to MSFT levels as royalties start to pour in. Share price would soar.