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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 (1515)	9/14/1999 5:53:00 PM
From: llwk7051@aol.com	Read Replies (3) \| Respond to of 13582

Ramsey Su, I agree the sale will be for strategic reasons. I wonder what Qcom long range 5 year plans are? There has to be more than just asics and royalty plans. Asic sales will be good but I can not see how they will continue to dominate that part of the market unless it is through a leverage of their patent position. As to buyers, Motorola may have the most to gain and if Qcom can get a better agreement on royalty income, Qcom could also win. I hope we get good feed back on the conference tomorrow. Maybe Gregg Powers will be there and post his comments on conference and his prospects for the future direction of the company. Robert

To: Ramsey Su who wrote (1515)	9/14/1999 8:17:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 13582

A dumb question, but doesn't the handset division sale completely eliminate Everen's concerns? With handset sale euphoria, we should get back to 198 in a hurry. Caxton

To: Ramsey Su who wrote (1515)	9/14/1999 8:57:00 PM
From: JMD	Read Replies (2) \| Respond to of 13582

Dear Recently Returned From Fiji Island Thread Thug: I hope you had a wonderful time and got leied. I also hope that this will cause you to permit a wee bit of levity from time to time, or I will flee to Maurice's competing thread which advertises total anarchy of speech [though it occurs to me this threat might appeal to you]. Here's the scam on the handset sale from surf central. I've never disagreed with Gregg but I could never get comfy with his insistence on Q holding tight to this division, ergo I think it's way cool that they're cutting it loose. Dr. J's got better things to do than fiddle around with commodity products, and I don't give a flip what anybody sez: phones is phones. They get lost, stolen, and run over by golf carts and nobody gives a damn. The Q is clearly set on the Intel model which is very, very, very O.K. by me. Not exactly a fabless fab like Rambus, but a ton of IPR's hauling in royalties and a premiere ASIC fab for pushing the CDMA R&D envelope. Let BatWing, NOK, Ericy, Siemens, et.al. batter themselves silly fighting for market share with the "form factor" as we tekkies say. The dough is in the intellectual content not the plastic housing, as all loyal adherents to the New Pair 'O Dime rulz know which is why reading the Cost of Sales line in MSFT's earnings reports make grown men weep. Far as I can tell, the good Dr. J's on one helluva roll in 1999: sell the iron to Ericy and the plastic to a company about to be announced tomorrow, take the dough and load up with a select few from the pocket protector crowd who want the good life in La Jolla, and let the good times roll. Man, I just love this company. Surfer Mike

To: Ramsey Su who wrote (1515)	9/14/1999 9:39:00 PM
From: cfoe	Read Replies (1) \| Respond to of 13582

One reason the infrastructure division sale may not be a good indicator of things to come with the handset division: it was part of a settlement of the opposing lawsuits. Other than the minor nonsense that just ended with MOT, I know of no such legal action relating to the handset division. On another matter - would someone please comment on what may seem as a far out candidate for a deal here - Compaq. They need help catching up with Dell and getting into wireless computing devices with the Gorilla in this game could help them leapfrog Dell, etc . Does this make sense to anyone?

To: Ramsey Su who wrote (1515)	9/14/1999 9:43:00 PM
From: Randall Knight	Respond to of 13582

I would love to see T buy the handset division as part of a global capitulation to CDMA, a la ERICY buying the infra division. But it is too early for Christmas and I know there is no Santa. If T bought the handset division, what would they do to competitors currently buying Q handsets? Other than that issue, T buying the handset division makes a lot of sense. They could sell the CDMA service as an "upscale" service while quietly converting their networks over to CDMA. Why else would they have hired Lucent and Nortel to do infrastructure upgrades? Also, does anyone have any idea about these "charges related to reducing expenses" statements? I'm thinking that they must be getting ready to spin off the consumer software division and OmniTracs. Makes sense if they are trying to focus on asics and CDMA IPR as their core business.