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

To: Art Bechhoefer who wrote (67981)	8/19/2007 10:03:39 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 197466

Slacker: a stand-alone QCT would have been free to pursue new markets across a wide range of technologies Art: Well, in theory that's true. In practice, what's to prevent... In practice, we now know what happened. The theory of keeping WCT in-house didn't work. If it had worked, management wouldn't be continually threatening to spin it off. And the fact that it is a threat used purely in negotiating tactics, rather than a strategic iniatitive, speaks volumes. I was for Spinco from the very beginning when the plan was announced. I was disappointed when it was called off and posted about it. With the benefit of 20-20 hingsight, I believe Qualcomm would have been better off, both medium- and long-term, if the spin off had taken place. I felt that way for the reasons Slacker articulated and because the licensing issues would have been easier to negotiate. Just my opinion. --Mike Buckley