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

To: John Biddle who wrote (4495)12/23/1999 10:48:00 AM
From: gdichaz  Read Replies (1) | Respond to of 13582
 
John: You are entitled to your views. I am entitled to mine - you are wrong.

The arrangement to keep the Q's people (just leasing them for a three year period) and the key R&D involvement is a master stroke.

Worth all the complexity and "messiness" it took and will take.

This solution is elegant.

And the loyalty (with stock options vesting time as a bonus) is kept.

Chaz



To: John Biddle who wrote (4495)12/23/1999 2:28:00 PM
From: John Biddle  Respond to of 13582
 
Clark:

I meant to say:

I think you are exactly right when you say that NOK and MOT would not 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.

Sorry for any confusion caused by my typo.


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