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

To: DaveMG who wrote (4063)	12/8/1999 10:30:00 PM
From: khacha	Read Replies (2) \| Respond to of 13582

I think that it is much more in the interest of Qualcomm to sell the handset division to Nokia than to Samsung. Samsung is already the conquered territory for Qualcomm, it is already producing CDMA phones, already paying royalties to Qualcomm. Nokia is the new territory, and having Nokia on its side, the worldwide spreading of CDMA would be greatly enhanced. Getting Nokia to recognize Qualcomm patents and to pay royalties would be much more important for Qualcomm than the March agreement with Erickson since Erickson is only a marginal player in handsets. Part of the sales agreement would almost certainly be the committment by Nokia to buy chips from Qualcomm. A similar agreement with Samsung would not add anything since Samsung is already buying chips from Qualcomm. But Nokia will be a huge new market, and Qualcomm could be made an exclusive supplier by the terms of the agreement, excluding players like LSI logic, Motorola etc. For Nokia, the purchase of the Qualcomm's handset division will allow it to remain at the forefront of the wireless computing, and not to yield its leadership position to Motorola.

To: DaveMG who wrote (4063)	12/9/1999 10:22:00 AM
From: engineer	Read Replies (2) \| Respond to of 13582

<<Engineer..Why would an HDR cell be necessary to connect to the internet via BlueTooth in an airport? Couldn't some sort of BlueT "eye" be part of a hard wired phone booth, always waiting, so that when you pass by your laptop announces it's presence much the way a cellphone tells the network where it is and presto, all email is automatically downloaded?>> Speed...The phone booth does 56k max if that. The HDR can do up to 2.4 MBPS. Flexibility to buildout....Put it anywhere you have power wihtout having to run wires or concern yourself about moving it when a remodel is done. YOu could service it in many ways, though as you say.