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

To: Boplicity who wrote (1544)	9/15/1999 1:59:00 AM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 13582

Greg- I'm sorry but you are absolutely wrong here: No longer do we have the vision of Q being a leader in the manufacturing of next gen. internet wireless access devices. The key to next gen wireless devices is not in the box it comes in, IT IS IN THE CHIP THAT'S INSIDE IT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Geez you guys, think about what this company is about. Phones no! Infrastructure no! Worldwide CDMA* Yes! CDMA* on a chip Yes! CDMA* Optimizing software Yes! It has always been this vision. Q is not a box maker! Caxton *CDMA Mobile wireless data! Clearer calls, better handoffs etc. are just a benefit. It is all about capacity and data.

To: Boplicity who wrote (1544)	9/15/1999 2:31:00 AM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 13582

One more thing to think about. You make the best chips, you win. Take a look what xlnx has done. Altera is in deep doo doo. Q will keep the lead in cdma asics. Once Q is totally focused on asics and software, there will be no stopping them. GSM is toast. Caxton

To: Boplicity who wrote (1544)	9/15/1999 3:11:00 AM
From: jpbrody	Respond to of 13582

How about selling the handset division to Nokia? They are the overall market leader, except in CDMA. As for a fair price, Nokia has a price/sales ratio of about 5. Using Ramsey's numbers for handset sales, that would put the handset division's value at $12 billion. There's no need for the cash, so it could be a spinoff/stock swap. If they did it as a stock swap, QCOM would get 120 million shares, that would be approximately 0.75 shares of Nokia for every QCOM share you own. Jim

To: Boplicity who wrote (1544)	9/15/1999 12:24:00 PM
From: Kayaker	Respond to of 13582

No longer do we have the vision of Q being a leader in the manufacturing of next gen. internet wireless access devices. Don't think so. This from yesterday..... In just under four years, we have built a leading organization that has helped create an industry. Now is the time forQUALCOMM to build on these strengths and to again respond to industry needs with new innovations such as wireless data products and applications, said Dr. Paul E. Jacobs, president of QUALCOMM Consumer Products.