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

To: JGoren who wrote (45152)	10/18/1999 1:08:00 PM
From: cfoe	Read Replies (3) \| Respond to of 152472

<Compaq would be better and Hewlett Packard still better> This is the 2nd time I have seen HP mentioned as possible handset division buyer. If it is a US company (vs. Far East), I like this possibility. They know they need to do something to jump into the Internet world, and Sun seems to be eating their and everyone's lunch in the server game. Carly Fiorella (sic) is cool. Like you said about printer channels, they also know something about producing at low cost. And getting in on the groundfloor of the coming market for Internet enabled handheld devices would be a smart move (similar to INTC's move). Yes, HP looks to me like a good candidate.

To: JGoren who wrote (45152)	10/18/1999 2:16:00 PM
From: Gabriel008	Read Replies (1) \| Respond to of 152472

The reason I chose DELL was precisely because of its direct business model. They, more than anyone in the PC business, have been able to maximize profit margins because of outstanding business management & their direct to user distribution. I recognize that handsets are a much lower average selling price offering but in DELL's case the handsets would be just another product similar in concept to the computer peripherals they currently sell. And, although DELL's major source of revenue is through enterprise they are definitely attempting to expand their consumer base. Handsets would definitely allow them to achieve this. There is no rule that requires handsets to be sold through traditional retail distribution channels unless, of course, QCOM makes this a requirement in the sale of the division. Food for thought - if nothing else.