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

To: engineer who wrote (43355)	10/5/1999 11:51:00 AM
From: marginmike	Respond to of 152472

Enginner not to mention the CDMA engineers they will get. It is tough enouh to find engineers in any field, but CDMA air interface specialists especially. I would also think it would put certain companies right into a market they are not in yet.

To: engineer who wrote (43355)	10/5/1999 12:44:00 PM
From: Wyätt Gwyön	Respond to of 152472

engineer, re: "value" of handset division, you are implying, I think, that there is considerable value in addition to that nebulous concept of "market share" and plant & equipment--that QPC has considerable expertise compared to other handset makers in tough technical areas...we can assume that mgmt is aware of this and is using this as a "sales point". I am curious, is this technical know-how something that a new maker could simply transport to their existing form factor? I guess this gets down to the question--why do Q's handsets have better call quality? Can the know-how which enables this quality be readily transferred to a different handset shell? We can imagine that Ericy, for example, might like to keep its own "look and feel" but apply Q's know-how. Is this doable on a fairly short time frame, or must they more or less stick with Q's handset shells?

To: engineer who wrote (43355)	10/5/1999 2:31:00 PM
From: cfoe	Respond to of 152472

Well if those who have been saying that the sale will be announced after the rate announcement, we will know very soon. Re: your points about value, one would hope that Q's management has made the points you have made. But I would not minimize the value of market share to the right buyer. For example, ERCIY cannot be too happy falling to fifth place in the US. And their prospects for regaining market share through introduction of their own CDMA phones is not a given. However, buying Q's phone biz puts them right up their. Plus with the size of their phone manufacturing business, they should not have the same supply problems as Q. Finally, it does build on their purchase of the infrastructure biz. Oh well, we should see soon enough.

To: engineer who wrote (43355)	10/5/1999 3:47:00 PM
From: w molloy	Read Replies (1) \| Respond to of 152472

Any of the handset mfgs should be bidding on this division as it would provide them with an ability to improve their interal radio quality long term. I agree with you that potential bidders will be looking to improve the quality of their own 'phones BUT... I'm sure that QCOM will have cherry picked the divisions top engineers responsible for the superior radio aspects of the Q-phones. The successful bidder is likely to be disappointed in this respect. However, The MSM series chip is not the easiest chip to integrate into a phone, due to the relatively low quality Application Programmers Interface. The handset division clearly has software chaps that can aid a third party utilise the MSM chips more effectively. w.