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

To: JGoren who wrote (44863)	10/15/1999 3:41:00 AM
From: Don Edgerton	Respond to of 152472

I had an interesting thought. Q couldn't purchase DSP for anti trust reasons. They would own too much of the business, so they had their partner INTC do it with a licensing arrangement to follow which will be beneficial to both INTC and Q while perhaps limiting price competition (legally of course). The danger from Q point of view is if INTC is making Q's chips and DSPs, what is to keep INTC from pirating the Q technology and creating a lot of litigation. Thus, the acqusition must have been with the understanding of Q extending a license and agreeing to continue to provide updated technology for a fee. Had not seen the Q statement on licensing until tonight. Merrill Lynch analyst mentioned it in his report this morning. Hope SUNW bails us out tomorrow like Apple did today. BRCM and PMCS looked pretty good. Don't know the whisper number though. Good bounce back on JDSU too.