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

To: golfinvestor who wrote (67971)	8/19/2007 12:32:05 PM
From: slacker711	Read Replies (1) \| Respond to of 197451

Ask yourself, if Spinco would have happened back in 2000, would QCT be in the mess they are today? Forget the mess, think about the possibilities....a stand-alone QCT would have been free to pursue new markets across a wide range of technologies. They could have leveraged their RF expertise into the Bluetooth, GPS, 802.11, TD-SCDMA, EDGE, and WiMAX/WiBRO markets. They had to master these technologies anyway, but because of IPR issues have never addressed them until they were ready to be integrated into CDMA chips. Meanwhile companies like Broadcom have made billions off of these technologies before they were integrated into the baseband. QCT has never had the chance to fully leverage their engineering talent. On top of that, after 6 years as a stand-alone company, the stigma of being attached to an IPR house likely would have faded away. They would have had a chance to get second source design wins with both Nokia and Sony Ericsson....which would open up the >50% of the WCDMA/HEDGE market that is currently shut away from them. Yes, there would have been complications. They might have lost leverage over the CDMA market and their would have been duplicate R&D. However, the fact is that Q is currently spending a huge sum on legal expenses that would have likely covered quite a bit of that potential duplication....and IMO, the opportunity for new markets would have made the original SpinCo a very successful venture. Slacker