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

To: SKIP PAUL who wrote (1438)	9/12/1999 1:45:00 PM
From: gdichaz	Respond to of 13582

Skip: Actually, I would agree in theory that if the Q could model its handset division along the lines of the ASIC operation, (a change which does not focus on a sale of the "division", but a change in "how" to design and control Q branded handheld data appliance supply worldwide for CDMA), then a few years from now it would be possible for the Q to in effect use handheld appliance "foundries" just as the Q now relies on Intel and IBM to do the production of ASIC chips themselves under clear Q leadership and control. Now that might make some sense. But again, I suspect that Dr J. and his managers will handle all this well - they probably do have some clue how to run their business - even the "handset" component. :-) Chaz PS Hey. The football games are on..

To: SKIP PAUL who wrote (1438)	9/12/1999 11:45:00 PM
From: John Hatten	Read Replies (1) \| Respond to of 13582

For those pondering the future of QCOM without the handset division, take a look at the business model of Texas Instruments today...and look how they got there. Over the past few years TXN has sold off their hardware business', both commercial and military, and concentrated on the chip making business and a fat royalty stream from a solid core of IPR patents. Very similar in theory to what QCOM would be minus the handset business. (OMNITRACS and EUDORA not withstanding)..JR