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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: JohnG who wrote (41174)	9/15/1999 11:49:00 AM
From: gdichaz	Read Replies (3) \| Respond to of 152472

JohnG: Your 2 recent posts (including this one to which I am replying now) are very thoughtful and perceptive IMO. Of course it just might be that my enthusiastic applause has something to do with the coincidence that I agree with your basic points. :-) I have tried to suggest that the Q management has shown considerable managerial skill as well as obvious technological super skill. Seems to me that the "announcement" omitted the word "sale" deliberately. Do not consider an outright "sale" of the entire "phone division" lock, stock and barrel a forgone conclusion. Certainly the "announcement" does not say that. I still like the ASIC model whereby the Q could maintain total control yet turn to a production wiz (as it does to IBM and Intel in chips) to assemble the final product - the box (the phone). (That could even be the superstar "box"maker Dell if a European opening is not a key consideration so a European company bring side benefits to the table perhaps.) But Dr J manages the company, not I, so I do not kid myself that I am doing anything other than express my own personal opinion. And I am sticking my neck out in advance - not the wisest of moves. But I guess I stick my neck out here because I shudder each time I read a post here that simply assumes a full "sale" as if the Q is about to quit the handset business and therefore lose its opportunity for "hands on" involvement in the wireless handheld data business of the future as well as the voice phone business. Somehow I doubt the Q is cutting and running. But I have zero information direct or otherwise what the plans are. I just think deep down that eliminating major future possibilities is not consistent with Dr J's style or track record and IMO a full sale for no major side benefit would be just that. Anyway we will all know before the end of the year. Chaz