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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: cfoe who wrote (1554)7/28/2000 8:13:44 PM
From: Cooters  Respond to of 197258
 
cf,

<<vs. the way the sales of the handset or infra divs were done>>

We want the businesses that can stand on their own and excel. Neither of the above could. LWIN was the gem, IMHO. ASICs clearly next, followed by Omni. I think they sold the others in the most strategically available fashion.

AND........leave the crown jewels behind as QCOM.

Coots



To: cfoe who wrote (1554)7/28/2000 8:32:19 PM
From: rvgent  Read Replies (1) | Respond to of 197258
 
Anybody have any thoughts on Spinco's dealings with Ericsson?

Ericsson has a 3G license with the parent QCOM.

If Ericsson has essential WCDMA IPR, Spinco has nothing it can barter/x-license with Ericcson. Does this mean Spinco has to pay Ericsson real paper money? Or did the infra deal give Spinco/QCOM a license for Ericsson's IPR?

Thx!
rv


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