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

To: llwk7051@aol.com who wrote (1518)	9/14/1999 6:14:00 PM
From: Caxton Rhodes	Read Replies (2) \| Respond to of 13582

Robert- Q plans software upgrades for phones and base stations. Sort of Win98, Win2000 thing. Caxton

To: llwk7051@aol.com who wrote (1518)	9/14/1999 8:37:00 PM
From: Sawtooth	Respond to of 13582

<<I agree the sale will be for strategic reasons. I wonder what Qcom long range 5 year plans are?>> Maybe Qcom sees itself evolving into a Bell Labs-type operation developing enabling technologies and licensing/selling/spinning them off while collecting the foundation CDMA royalties? Timing is perfect with 3G/lastmile/internet/wireless and companion technologies just starting to poke through the virtual ground like strong little seedlings. While we tend to view the future based largely on the current, I don't think we can hardly begin to scratch through the surface layers when imagining what 3G and related technologies will offer the world five years from now.

To: llwk7051@aol.com who wrote (1518)	9/15/1999 1:26:00 AM
From: Boplicity	Read Replies (4) \| Respond to of 13582

Finally you guys got to the meat of it all. What is left of QCOM after the sale of handset div.? No longer do we have the vision of Q being a leader in the manufacturing of next gen. internet wireless access devices. QCOM is shrinking. The five year plan could be QCOM selling it all as competitive pressure build in manufacturing of ASIC. On another note. How large a design team will they need to come up the new asic and software to support G3, and beyond? 500 or less employees. Greg