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


To: Jenne who wrote (51814)11/26/1999 9:45:00 PM
From: Ruffian  Respond to of 152472
 
26 November 1999

One.Tel, telecoms firm, has announced plans to spend up to $20
billion in the UK and W Europe to develop mobile phone
networks with Lucent Technologies, partner.

The firms will invest up to $2 billion to acquire spectrum
licences. These licences will be available in the UK, France,
Germany, Italy, Spain and the Netherlands. Venture financing of
$10-$20 billion will be made available to fund the development,
construction and operation of 3rd-generation networks in the
UK and two countries in mainland Europe.



To: Jenne who wrote (51814)11/26/1999 9:50:00 PM
From: Manx  Read Replies (2) | Respond to of 152472
 
Thank you for good reading:

Enjoyed:

"operating margins will rise markedly. Merrill Lynch estimates they will jump from 7.6% in 1998 to 32.4% in 2000."

&

"Analysts agree that HDR's speed will leave the wireless-data solutions being developed by European competitors in the dust."

Regards,
ManX



To: Jenne who wrote (51814)11/27/1999 5:29:00 AM
From: Labrador  Read Replies (3) | Respond to of 152472
 
In the end, Qualcomm's new structure may result in even more dramatic change. Several analysts think that Jacobs has made the company more appealing as an acquisition candidate by selling the low-margin manufacturing operations. 'It's beginning to look more like an engineering lab with lots of intellectual property that somebody is going to want to own,' says Gartner Group's Egan. That somebody could be Motorola, Nokia, or even Intel, which is now getting into the business of making telecom chips. Jacobs is showing once again that blazing his own trail can be very lucrative for him and his shareholders.

Could this happen in the near term? What would be a "fair" price?