Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Clarksterh who wrote (4474)	12/23/1999 2:39:00 AM
From: Randall Knight	Respond to of 13582

It's a pity we couldn't get the same deal with NOK,... Yea, a pity for Nokia.

To: Clarksterh who wrote (4474)	12/23/1999 10:33:00 AM
From: John Biddle	Read Replies (2) \| Respond to of 13582

From a business perspective there are several things I would have wanted from the handset sale. But far, far and away the front-runner would be that I would want a continued inside view into the people using the remaining Q! products (ASICs in this case). While I agree with you that this connection is a positive for Q, it is a negative for many prospective Q customers. It is difficult to compete with a company and buy from them too. Funding one's competition is not something that many companies are comfortable with. Do you think Intel could keep everyone's business if they became a boxmaker? It would probably push AMD to actually make money. Yes I know that they make motherboards, but those are mostly not consumer products. Q could make "phone kits" or some such and that would be ok too. Dr. J miraculously worked around this with the little loan-in, but I'd be willing to bet a lot of money that NOK and MOT (as industry leaders) were unwilling to be so open and were thus ruled out. Many have said that Q was looking to eliminate the problems with the options they had with the ERICCY sale. Maybe. But they could have solved it by just vesting the options of those changing companies. I think you are exactly right when you say that NOK and MOT would be so open. They have the market now (even if non-CDMA) and are the ones with too much to lose. The one mistake I've seen Q make is that they can't decide which camp they want to be in. To make this work optimally the have to make a clean break.