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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Drew Williams who wrote (98860)5/7/2001 1:35:46 PM
From: Lipko  Respond to of 152472
 
Drew - and, if they wind up with half the equity in a new G* for $250Million, who knows. Irwin certainly believes in it and the company may be viable if the debt is eliminated. My wife and I have already lost plenty on G*, but I have to believe that a satellite communications system can make it. If so, let it be this one. Q has probably spent more for less before. Let's see what, if anything, they can do with NetZero. John



To: Drew Williams who wrote (98860)5/7/2001 1:36:30 PM
From: tradeyourstocks  Respond to of 152472
 
If QCOM can pick up a controlling interest in G for a few hundred million dollars with virtually no debt, I would think that this would be considered one of the greatest deals in the wireless space.

MicroE



To: Drew Williams who wrote (98860)5/7/2001 2:15:20 PM
From: Keith Feral  Read Replies (2) | Respond to of 152472
 
G* would have a strategic impact for many of QCOM's ventures. Most ipmortantly, it could have a profound impact for OmniTracs, WingCast, fixed WLL CDMA2000, Digital Cinema, gpsOne, etc... Since the market for wireless data is being completely ignored due to the lack of 1X infrastructure and handsets, it is a great time to buy depressed assets that will play a central role for 3G CDMA in the future.

The applications for zero tolerant default gps systems for wireless operators will gain increasing visibility as E 911 mandates become recognized by the market. (I am getting billed for wireless E911 by PCS already.) You cannot mandate child safety seats in cars without mandating telematic safety equipment that provides near perfect gps location. The word mandate is clear in this respect. Consumer choices or preferences will not pave the way for greater safety regulations - it will be driven by government demands for better response times to transportation accidents involving cars, airplanes, trucks, ships, etc... The idea that planes are only tracked by radar and not gps wireless connections is a complete joke in todays society.

If QCOM could gain majority interest in G* for $250 million given the universal spectrum, it would be an incredible way for QCOM to leverage it's products.