Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gabriel008 who wrote (45141)	10/18/1999 10:25:00 AM
From: Boplicity	Respond to of 152472

DELL buying QCOM handset division would be so unlike DELL. They like to grow organically. Also, DELL wants to be number one in any sector they enter, I see no way for DELL to compete against, NOK or MOT for that matter. I rather see DELL buy a palm like company then QCOM's handset division. Now if DELL wants to do a co-branded wireless handheld jointly developed by QCOM and DELL, I'd go for that, but I do not see that happening. Awhile back I thought DELL was going to buy RIMM, since Mikey was glowing about the device, but nothing has come of that. Greg

To: Gabriel008 who wrote (45141)	10/18/1999 11:32:00 AM
From: JGoren	Read Replies (2) \| Respond to of 152472

The problem with Dell is that its marketing strategy is not a good fit for cell phones. Most of its box sales are direct, but cell phone sales are indirect. Ideally, the buyer of the handset division should be able to expand the traditional marketing chain, compete in it, and put Qcom chips into new boxes. With respect to box makers, Compaq would be better and Hewlett Packard still better. From what I can see, HP probably has the best distribution channels because of its printers. I would love to see a breakdown of handset sales between: carriers, computer stores, office supply stores and chain stores (Circuit City, etc.).