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

To: SpudFarmer who wrote (41246)	9/15/1999 6:00:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Nice Q Story> optionsource.com

To: SpudFarmer who wrote (41246)	9/15/1999 9:33:00 PM
From: DownSouth	Read Replies (1) \| Respond to of 152472

Why would any competitor buy something that is a drag on your earnings, unless, you could by magic, improve margins. Good Q-estion, Spud. One industry's bad margins are another's good margins. Q wants to be in the growth and margin category of MSFT and CSCO, (who are essentially software companies) so manufacturing is not a good component of their cost/price structure. However, a manufacturing company, which is happy with 25% margins (for example) would be happy to buy a franchise into manufacturing a device in a high growth market.

To: SpudFarmer who wrote (41246)	9/16/1999 11:37:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 152472

att is the latest rumor. q has to sell to a company that will use their asics or they are in for a decline in eps at some point in the future. why will their be a charge to earnings? i thought selling something was supposed to be profitable, not costly. it will be interesting, to say the least. i think they sell off this division in return for future asics purchases agreements. you know, wite off $500m to make $25m in asics annually - something like that.