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


To: foundation who wrote (5187)12/4/2000 9:48:44 AM
From: Keith Feral  Read Replies (1) | Respond to of 197069
 
This whole line of reasoning that QCOM will invite other companies to invest in SpinCo baffles me. What would be the purpose of letting TXN invest in SpinCo? Why would QCOM give NOK or MOT an unnatural advantage over other handset developers that have been long time QCOM loyalists like Samsung? If I were TXN, it would be an amazing opportunity to obtain access to QCOM's technology for 3G. If I were QCOM, why would I want to share secrets with the competition?



To: foundation who wrote (5187)12/4/2000 10:35:24 AM
From: John Hayman  Read Replies (1) | Respond to of 197069
 
Ben,

They have an incentive to be part of spinco. Maybe even a smart move for them. But, we all know that these companies don't always make smart moves.

Thinking of T as one!!

John



To: foundation who wrote (5187)12/4/2000 12:07:06 PM
From: Keith Feral  Read Replies (1) | Respond to of 197069
 
I guess you are right after all. At this point, I don't think that TXN will be charged royalties for the ASICs. They will get the same royalty treatment as SpinCo, putting the emphasis of royalties on the handsets and base stations. This clears the remaining hurdles for QCOM and Nokia to sign a 3G license.