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To: DukeCrow who wrote (28833)	7/25/2000 11:30:47 PM
From: kumar	Read Replies (1) \| Respond to of 54805

<<The question is why sell?>> I'm not sure "sell" is the right word : 90+% of Spinco goes to QCOM stock holders. <<The only company that it would make sense to sell it to would be someone like TI or another comm chip company. >> if it was a "sell to get rid of it" then, yes. In this case, IMO, the sum of the parts will turn out to be larger than the whole. cheers, kumar

To: DukeCrow who wrote (28833)	7/26/2000 12:01:58 AM
From: DaYooper	Read Replies (1) \| Respond to of 54805

rumors of Nokia buying QCT were pure speculation and wouldn't have made sense Even if crucial software patents were included? NOK, imo, would love to assimilate QTC into their organization. More likely, NOK and Q could not come to terms on such a transaction w/r/t essential cdma patent royalties or on that division's market value or a combination of these two issues. Just my best guess, btw. Now the essential patent royalty disputes are behind us. Let each gsm player decide the true value of Q's asic expertise and whether they want to be part of that. As Maurice would say, the fun is just beginning.