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

To: quidditch who wrote (43354)	10/5/1999 11:39:00 AM
From: slacker711	Respond to of 152472

What they are buying is Q's market share, such as it is, with guaranteed access [and, hopefully, more important to us--OBLIGATORY USE of Q ASICs] to the best CDMA ASICs and the pdQ and Thin line of phones. Just my 2 cents on the handset sale.... Anybody but Ericsson. I dont see any strategic advantage to selling to Ericsson. They have already committed to producing a CDMA phone with a Qualcomm ASIC. I dont think they have anything left to give Qualcomm in exchange for the handset division. OTOH, Nokia would be the best candidate. Exchange the division (I dont care if they did it for free) for a long-term ASIC deal. Siemens and Phillips as well as various Japanese/Korean manufacturers are somewhere in between. Slacker