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

To: techlvr who wrote (21928)	4/28/2002 7:48:49 PM
From: kech	Read Replies (1) \| Respond to of 196607

They would still get some benefits from using Motorola's CDMA expertise to help them jump start a position in W-CDMA. Maybe not deep six, but it would be hard to expect them to enthusiastically support CDMA2000 unless they just let the Motorola division be run separately. I'm thinking of the Daimler/Chrysler merger here. A lot of talk of equal partnership up front but it wasn'[t long before Lutz had hit the road. Just heard on Bloomberg that NTTDOCOMO beat earnings and the CEO expects big demand for 3G phones next year.

To: techlvr who wrote (21928)	4/28/2002 8:16:41 PM
From: jackmore	Read Replies (1) \| Respond to of 196607

Re: MOT/Siemens The China angle seems to be the most likely reason for Siemen's interest (assuming the story is not BS). MOT is well established there, are they not? Siemens would be buying out a competitor and perhaps clearing one obstacle to their SDCDMA dreams in China. Does MOT do any infra business in Europe? If so, Siemens would gain there too. They may also get a toe hold in the U.S. I would hope MOT would hold out for some big bucks. BTW, with Q's reduced market cap, I hope nobody out there is getting any ideas. They do have a poison pill, don't they? /jack

To: techlvr who wrote (21928)	4/28/2002 8:38:47 PM
From: Dennis Roth	Read Replies (2) \| Respond to of 196607

Are you then implying that Siemens would buy MOT just to effectively deep-six its CDMA2000 No, just the opposite. Motorola's CDMA2000 portion of the infrastructure business would cost too much to buy for anyone who was not going to serious about it.. Siemens hasn't shown much interest in IS-95 or CDMA-2000 in the past, so unless they have had a change of heart, I don't think they will go for it. The might want portions of Motorola's infrastructure business but I would think Motorola would want to sell all of it or none of it and not let Siemens cherry pick.