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

To: lkj who wrote (1598)	7/29/2000 9:33:12 PM
From: lkj	Read Replies (1) \| Respond to of 197297

Interesting stuff: sec.gov 3nd paragraph on page 5 QUALCOMM has equity positions in Handspring (PDA products) and an option to acquire equity in a digital wireless camera products company. 1st paragraph on Page 7 The Company also has introduced the Eudora Internet Suite, containing both a browser and e-mail client for the Palm OS. Last year, I mentioned that Q should have bought 3Com and spin off anything unrelated to Palm. With CDMA and Palm OS, Q could have been the Intel+MSFT in the new mobile Internet computing world. How could a company who made the pdQ not seeing this????????? khan (Sorry for being over emotional in the last two posts. I am really pissed off at this SpinCo thing. It makes zero sense and creates tons of confusions.)

To: lkj who wrote (1598)	7/30/2000 11:45:47 AM
From: JMD	Read Replies (3) \| Respond to of 197297

Khan, your comment "I see no point in spinning off the ASIC unit. If CDMA IP is what the world needs, then make Nokia come and get it. If WCDMA is really that important to Nokia, it can't hold much longer." is exactly the point I was trying to make. This is Qualcomm's first strategic move that strikes me as meaningless. It is not as stupid as NOK buying back its own stock {now there's a really dumbo move: let's see, I'm facing a potentially fatal competetive tech threat. Do I spend $$ buying or building the necessary technology to counter it? Neither! I'll buy my own stock, instead. Exit stage left.} Thanks for the Edgar URL, John, but 100 pages of SEC legal obfuscation ain't what I'm looking for, which is common sense, a commodity that has never been found in any SEC filing. Qualcomm, IMO, has merely reshuffled pieces on the chessboard without in any way affecting the dynamics of the underlying game. They are not 'free-er' to do anything post Spinco, than they could do today. Their customers have the same bargaining power with respect to license fees before or after Spinco. The only thing you get for sure is duplicative management structures, Boards of Directors, which is a whole lot of executive comp down the drain. For the first time ever, I'm really disappointed in the Q. I think Dr. IJ misses Dr. Viterbi's wise counsel. Spinco is a crock. Mike Doyle