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

To: marginmike who wrote (3600)	11/25/1999 3:04:00 AM
From: quidditch	Read Replies (4) \| Respond to of 13582

MOT/Handset/T-Angel: marginmike--why would MOT want Q's handset division? MOT has plenty of market share in US and Asia, does not need Q's additional handset manuf' facility and would not be expected to pay more for additional capacity that I suspect it could add at its existing facilities. More importantly, since MOT has the "sweetheart" royalty deal under its 1991 (2?) license, and since Q has made clear that a critical part of the handset deal is to predicate it on a chip-supply arrangement going forward--presumably at something > than 2.5%, why would MOT look to spoil its windfall arrangement? The only way that this could make sense would be that if Q has MOT dead to rights in some way in the cross-litigations between the parties that has not become apparent to any of us on the threads. jes' my 2 pesos. Happy thanksgiving all, as I retire now after having made the giblet stock, mashed potatoes, cleaned the turkey and prepare for roasting root vegetables. Steve