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

To: marginmike who wrote (1664)	9/18/1999 8:42:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 13582

Marginmike: Given your impressive crystal ball reading on the sale, I expect you are right on this one. In any case, we will know on Nov 2. But to me, whether the sale is accretive or not is a minor consideration - at least in the short run - much more important IMO is what does the Q gain by this sale - a strong "partner" with influence where it counts such as in China or Europe or both or what? Since the key to the Q's success is the CDMA buildout worldwide and especially a preemptive strike in data, who gets to buy depends on what that company brings to the table beyond money - I hope. :-) And Dr J seems to have implied this. Do you agree? Best. Chaz

To: marginmike who wrote (1664)	9/18/1999 9:17:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 13582

Mike - This was reported at the analyst meeting. As a New Yorker, I assumes this means you were there? (i.e. did you actually hear him say it will be immediately accretive, or is 3 or 4 degrees of separation?) I think the handset division margins have been padded by ASICS for some time. They hinted at that in the last earnings CC, so it is certainly possible. I would hope that they weren't doing it, because it is misleading, either to us or to themselves or both, but I guess that is water over the dam. Clark