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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (28864)	7/26/2000 9:21:19 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Since I first learned the temporary name of Qualcomm's spin-off early yesterday, I've had something in the back of my mind that I've not mentioned. But I've gotta. :) I think this spin-off has been part of the big-picture blue prints for years. The fundamental strategic justifications are consistent with the Leap Wireless spin-off, the handset divestiture and the infrastructure divestiture. That being the case, dontcha think it's a little odd that they weren't able to come up with a decent name of the new subsidiary before announcing it? If you agree with me that not being able to think of a cool name for the new company is NOT the reason for the temporary name, what is the real reason? I think it's because management anticipates any number of possibilities having to do with a major GSM partner, one of which might be a significant equity stake in the new company that it would be appropriate to reflect the nature of that partnership in the new name. That's my prediction. Hold me accountable. :) --Mike Buckley