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

To: Ramsey Su who wrote (1502)	9/14/1999 1:11:00 PM
From: Caxton Rhodes	Respond to of 13582

Take your last look at the 160s boys and girls. Caxton

To: Ramsey Su who wrote (1502)	9/17/1999 1:01:00 AM
From: lkj	Respond to of 13582

Ramsey, Sorry for the laziness and selfishness I demonstrated. I have been too busy reading everyone else's posts. Thank you for the great policing work, please keep it up. And once a while, I need some one to hit me on head as you have done. Q is talking about selling its handset division. How about selling it to China Unicom or MII? China wants some CDMA technology. Q should sell it to them. Just as how Q sold its infrastructure division, the handset division can be sold for a few hundred million dollars with a guaranteed immediate deployment of CDMA in China. The year end timing is extremely good considering that China will most likely get into WTO this year. I highly doubt that Nokia or Motorola would be interested. If I were them, I would buy the Palm Unit from 3Com first. But Philips has demonstrated its foolishness many times in the past. I would not be surprised if it pays a sky high price of $3 or $4 billion. Such a deal may help Philips' getting back its CDMA license. Adding this cash to the existing reserve, the ideal usage would be buying technologies that compliments Q's ASIC portfolio. Possible technologies would be an OS, a browser, some encryption security algorithm, a non-Latin languages input method, and some GPS technology. By doing so, Q can offer a "total" solution that DSP, LSI, or other IC companies can only dream of. This will simply block these chip companies out of the ASIC market. Of course, if Q prefers, it can license all of these software to LSI and DSP for $30 a copy. This will hurt Q's own ASIC business, but who says that Intel has the best business model. Microsoft is the one to copy. (Sorry for taking out certain portions. I have valid reasons for doing so.) Khan