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

To: JGoren who wrote (2978)	11/5/1999 7:38:00 AM
From: cfoe	Read Replies (1) \| Respond to of 13582

<spin off the handset division as part of the sale> The main problem I see with the spin-off scenario is that it may not address Dr. IJ's #1 stated priority for the sale: to take care of the customers. Why? because the resulting company would still be relatively small, still lack the supply chain clout needed to keep component costs low and availability count-on-able, and still be vulnerable to larger companies who are able to reduce price to grab market share. In fact, this would also impact the priority to guarantee long-term ASIC sales. For this to be accomplished, the new company has to be viable long-term. IMHO