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To: slacker711 who wrote (4458)12/22/1999 8:57:00 PM
From: John Biddle  Read Replies (2) | Respond to of 13582
 
I'm listening to the analyst call as I type this and I just heard Q say that the new division they're creating would be designing phones exclusively foe KYO. This is different from my original interpretation of just providing consulting.

This more or less negates my post to you about other phone mfgs no longer seeing Q as a competitor. I do not really understand why Q did it this way. They said that it was good for the transition, good for retaining the employees, and allows Q to stay close to the handset market.

'tis a puzzlement.



To: slacker711 who wrote (4458)12/22/1999 9:00:00 PM
From: CDMQ  Respond to of 13582
 
At first consideration many of us are a little disappointed the division was not sold to a tier one company. But remember the primary reason for any sale was to unload a high margin, competitive business that QCOM was not primarily interested in and had trouble competing with. The crown jewels are intact, the CDMA family of technologies are intact, the world will go to CDMA and the Q outright owns it.


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