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: tradeyourstocks who wrote (12857)	6/22/2000 1:58:00 AM
From: A.L. Reagan	Respond to of 13582

ALR, if Q spins-off ASICs, net royalties on MC and DS are the same. You agree? I agree. But selling the ASIC division would be just about the dumbest idea going. Having said that, I'll stand to be corrected by "engineer," who has first hand experience, if he thinks that the font of QCOM's innovation is somewhere other than in the corps of engineers solving real life problems in the trenches of Schrock-land. Since the Q is fabless, just what exactly does an ASIC division offer except for the engineering skills? Not a whole lot of hard assets, and I doubt that the sales, marketing, and support staff have any particular unusual value. I suppose selling the ASIC division would result in the Q having a very IDCC-like business model. A bunch of lawyers, and a few tired old engineers trying to grind whatever they can out of old patents. THE KISS OF DEATH!!!