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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 (12354)7/3/2001 9:13:45 AM
From: Ramsey Su  Read Replies (1) | Respond to of 197217
 
What is the next logical step?

Should NOK following the outsourcing trend and send all the CDMA work to Telson? Then Telson buys all chipsets from the Q? Spinco has to happen in the next couple of months. Is there a tie-in possibility?



To: foundation who wrote (12354)7/3/2001 9:15:46 AM
From: carranza2  Read Replies (1) | Respond to of 197217
 
I'm convinced the lack of infra license drove the deal.

Maurice is going to explode when he finds out that Nokia gets to pay at original rates.

I doubt that Spinco will be done. No need for it now. Explains the recent radio silence on Spinco.


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