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

To: John Biddle who wrote (2430)	10/17/1999 10:28:00 PM
From: cfoe	Respond to of 13582

Re: your thoughts on buyers for handset division. Well done. If it is Compaq, I will accept a drink (non-alcoholic) from the group (as the first to mention them as a possibility)when we convene at the annual meeting. However, I thought your comments re: the Far East, and particularly the Chinese as possilbe buyers, were very interesting. I wonder how Compaq does overseas and in particular in the Far East?

To: John Biddle who wrote (2430)	10/18/1999 1:17:00 AM
From: JGoren	Respond to of 13582

Good run down on the possible handset candidates. One thing that no one has mentioned: Assuming that the sale is really good strategically, the division could be sold in a tax free reorganization by which Qcom shareholders receive stock in the purchaser.

To: John Biddle who wrote (2430)	10/18/1999 1:06:00 PM
From: quidditch	Respond to of 13582

More noise for the handset division sale rumor mill, courtesy of G&K thread (different context--struggles of Mr. Softee's CE): Message 11625985 A Philips spokeswoman told The Register it sees the market going quickly towards the integration of handhelds and mobile phones, and that an announcement of a WAP device is imminent. Now could it be that Philips is changing its status from being a drinking member of the Symbian club to a fully paid-up member?...Symbian now professes itself happy with its current global clutch of stakeholders, it's got three in Europe already, so the door may well be closed. Philips mobile phone group is now running the show, with the expectation that the company will be focussing more on voice products and theregister.co.uk Karim