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.

Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (5376)	10/7/2002 3:58:07 PM
From: carranza2	Read Replies (2) \| Respond to of 12229

I find it amazing that no one has pointedly asked Q's execs about their plans for the cash hoard they are sitting on. Incidentally, at $2.4 bn, QUALCOMM could buy Lucent and therefore Flarion and the flash-OFDM stuff. Not to mention RoamAD for less than that. There are some significant investments Q could make. Like sending me a nice dividend check. C2@Icoulduseit.pov.

To: Maurice Winn who wrote (5376)	10/7/2002 4:07:06 PM
From: Jon Koplik	Respond to of 12229

If Qualcomm bought Lucent, then Qualcomm subsidiary Lucent could "pull the plug" on (now struggling) Leap Wireless. Then, Qualcomm could spin off Leap Wireless shares for a second time to Qualcomm shareholders ! Jon.

To: Maurice Winn who wrote (5376)	2/4/2003 5:25:53 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 12229

Motorola $18 billion. QUALCOMM $29 billion. 7 October 2002 QUALCOMM achieved parity with Motorola. Now, only 4 months later, QCOM is $10bn bigger. That's 50% more. At $27bn, Texas Instruments has fallen behind [after TXN being $25bn vs QCOM $23bn in October]. Nokia hanging in there at $67bn but just over double QCOM instead of being nearly 3x QCOM in October. Siemens is now only $35bn, so the gap has closed a long way there. Sony $36bn is in sight too. What was once upon a mighty AT&T is now only $14bn. Ebay is doing nicely at $23bn. Whooops, the 20th century dwindles; General Motors $20bn Ford only $16bn. QCOM is now hunting big game: J P Morgan $46bn, Nokia $67bn, Cisco $95bn, Intel $103bn, Verizon $105bn, IBM $130bn, Citigroup $170bn, GE $229bn, Microsoft $259bn. QCOM has pulled clear of the herd of has-beens [Sun, Ericy, Lucent, Nortel, Wcom, Nextel, etc, etc, etc...]. THE BEST IS YET TO COME. Mqurice