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

To: w molloy who wrote (4195)	12/14/1999 2:39:00 PM
From: Ruffian	Respond to of 13582

Thanks w, appreciate your wisdom. eom.

To: w molloy who wrote (4195)	12/14/1999 3:00:00 PM
From: jackmore	Respond to of 13582

Molloy, I think they are going after the ASIC's. A scary thought at the moment. But selling ASICs portion does not appear to be consistent with IJ's vision. Maybe some kind of JV on that piece would be, if it had the right hooks in it. jack

To: w molloy who wrote (4195)	12/14/1999 3:10:00 PM
From: JGoren	Read Replies (4) \| Respond to of 13582

You forget Nok has had problems making a cdma handset that works.

To: w molloy who wrote (4195)	12/14/1999 5:39:00 PM
From: LBstocks	Read Replies (3) \| Respond to of 13582

Molloy, re "Kyocera was a major player in the Japanese PHS market. It is a formidable handset and chip developer." But, no one outside of Asia has heard of Kyocera, nor do they have a CDMA offering. Remember that IJ said that the buyer could keep the QCOM name on the product. This is what Kyocera needs to be competitive--name recognition.

To: w molloy who wrote (4195)	12/14/1999 7:54:00 PM
From: Randall Knight	Read Replies (1) \| Respond to of 13582

QCOM handset division doesn't realy bring anything these companies don't already have. Qcom has the PDQ Smartphone and the Thinphone in production right now. Both use more advanced Q ASICs and could easily be rebranded and sold immediately. That is something Kyocera needs. QCOM has the know-how to make advanced CDMA phones that WORK. That is something Nokia needs. Let's look at the CDMA markets that Nokia will want to snare, namely China and Japan. Both markets will expect handsets that will be able to fast data right now. Japan is already using 64K data capable phones. Nokia may be number one now but they won't stay that way unless they can establish themselves as the premier CDMA phone producer. Also, if Nokia buys QCOMs design and development, they prohibit someone else from buying it. That alone is worth the price tag. If the deal goes down like it seems to be, this will be very positive. Kyocera will be paying royalties to Q instead of Q paying royalties to itself as well as using Q AICS. Nokia will be making a statement to the world of the viability of CDMA (yes, there are still doubters) as well as also (I presume) agree to use Q ASICs. This will be a big win for all three companies. IMHO.