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

To: SKIP PAUL who wrote (3722)	11/28/1999 8:34:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 13582

Skip - QCOM does not want to be in the handset business because it can deploy its capital and brainpower in more profitable businesses. If QCOM stayed in the handset business it could in time achieve Nokia like profit which are around 10%. So you're saying that Qualcomm's being unable to get components at a competitive price had nothing to do with their selling the division? As for everyone just conceding Q's IPR, not a chance. Dr. J has said several times he expects lawsuits, and I personally agree. They will arise for two or three separate reasons: 1) A lot of otherwise capitalistic thinking people believe in IP communism. 2) Many companies (and CEO's and surprisingly even some IP lawyers) just don't understand IP, and thus don't recognize good, sound patents. 3) Some companies will try Ericsson's stare down tactic in the hopes that this time it will work. Clark