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

To: Boplicity who wrote (44792)	10/14/1999 5:48:00 PM
From: The Reaper	Read Replies (1) \| Respond to of 152472

the more I think about today, I think it can be summed up in one sentence. TODAY WAS ONE HUGE STAMP OF APPROVAL OF CDMA FROM ONE OF THE FINEST COMPANIES ON THE FACE OF THE PLANET! ahem, pardon me for shouting. Barring any market meltdown ala 1987, this is probably the lowest risk entry point since the end of the holy war! kirby

To: Boplicity who wrote (44792)	10/14/1999 6:11:00 PM
From: waverider	Respond to of 152472

Q attempted to cover all bases in order to allow CDMA to become successful. As time went on, they made (and are making) the appropriate business decisions that promote this cause. The infrastructure division was a bargaining chip to help seal the ERICY deal. The company was making moves MONTHS before the deal was released to prepare for it. The handset division was a commodity and Q knew that long before the pending sale was announced. It may appear as if Q is peeling off one layer after the other, but it all fits into their plans of creating a dominate, international franchise. They learned from Apple's mistakes and Intel's/Microsoft's success. Beer? Rick

To: Boplicity who wrote (44792)	10/15/1999 12:32:00 AM
From: Rich Bloem	Read Replies (2) \| Respond to of 152472

"In fact I will bold enough to say that QCOM did not plan to sell off the divisions, Sure it might of been a back up plan, but no way they had it planed as the PLAN. They are selling,shrinking, reaping the benefit, they might just get used to reaping and not working." Gregory, I have been involved with Qualcomm since their inception. This is the first time I have posted on this board. I know first hand that Q never planned on being in the handset business. When they started up the handset division it was out of necessity and they only planned on making 200,000 phones maximum per year. They originally licensed OKI and Alpine Electronics to manufacture the phones. But they had to have a backup plan. When they entered into the Sony (QPE) relationship they planned on Sony selling 80% of the phones. In actuality, it turned out to be the reverse. Believe me Q never planned on being in the manufacturing business. It was only a means to the end. As was the infrastructure division. They are not reaping the benefit, they are putting the plan back on track.