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

To: Clarksterh who wrote (1644)	9/17/1999 10:22:00 PM
From: LLCF	Read Replies (1) \| Respond to of 13582

< But I'd rather have 10% of $800M than 50% of $80M> Not to be argumentative, but I hear you saying that the chip market just isn't big enough? I disagree... smart move IMO, the market will explode and they know it, get rid of the distractions. I love the move. DAK

To: Clarksterh who wrote (1644)	9/17/1999 11:16:00 PM
From: MileHigh	Read Replies (3) \| Respond to of 13582

Clark and thread, I am from the Junior Varsity thread, so don't flame me if this is a dumb question! <gg> I need help on this. I am thinking of how the current PC's and cell phones are morphng into these new Wireless Internet Appliance's (WIA's). I was told that these new devices would use an INTC chip, for instance, and a Q ASIC. That's great, but I have a sneaking suspicion that as fast as tech moves, there might be a move to integrate the CDMA ASIC technology onto a WIA chip. Is this physically possible? Does it make sense? If so, wouldn't it be great if INTC integrated the CDMA ASIC design with the P3 design, created a WIA chip and paid huge royalties to Q, thus gaining huge market share from current Gorilla INTC? Sorry about the dumb question but I would like to know if I am all wet on this thought or if it could be a reality. As these WIA's get smaller and smaller, won't there be a need to integrate the normal PC semi chip and the CDMA ASIC? TIA! MileHigh/Long Q

To: Clarksterh who wrote (1644)	9/18/1999 1:14:00 AM
From: cfoe	Respond to of 13582

<<But I'd rather have 10% of $800M than 50% of $80M. >> Yes, I would agree if Q had that choice. However, if the net margins from the phone business are more like 2% to 3% as mentioned elsewhere, or even 10% and shrinking, the decision they made is the correct one. Especially if we consider the amount of management time and effort it would have taken to produce those ever shrinking margins. Plus it is better for the mood to work in a game you are clearly winning than one you are not. Commodity businesses are better left to those who know that game and can play it well. [imho]