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Technology Stocks : The New QUALCOMM - Coming Into Buy Range -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (1044)	8/21/2007 11:27:05 AM
From: seti	Read Replies (1) \| Respond to of 9129

Second, the BRCM debacle in my estimation is on the whole a good thing. I believe that Q should be thanking its lucky starts that a serious weakness in its management has been exposed. It can now deal with correcting this weakness in preparation for the Main Event with Nokia. What indications (if any) do you or have you seen that they are "correcting this weakness" - other than invoking Lupin's golden parachute?

To: carranza2 who wrote (1044)	8/21/2007 11:29:17 AM
From: manalagi	Read Replies (1) \| Respond to of 9129

After a lot of reflection, I do believe that there are several good things on the horizon. First and foremost, Spinco. I generally agree with you. Any forth level manager should have known that going to trial with lawyers who do not have trial experience and paying ransom money is just not a good decision. If top management fail to realize that, how can we have confidence in their judgement for important matters? The arrogance of the legal department and displayed in front of Judge Brewster will have a lasting impression. You don't do that to an old man. Even if Spinco is created, does the legal issue go away? Which company is going to inherit the problem? I doubt that Spinco will be created since I see that it will be a blow to Paul Jacobs' ego. I am sure that there are readers who will say : "if you don't like it, why don't you sell it?" Well, I have, and having invested since 1992 and selling half of my remaining shares, that tells a lot, especially I have a very low cost basis. I do see other opportunities in growing companies. Yes, two birds in the bush, but I have a large net.

To: carranza2 who wrote (1044)	8/21/2007 12:00:29 PM
From: bdog	Read Replies (2) \| Respond to of 9129

I do believe that there are several good things on the horizon. First and foremost, Spinco. Enough said about that. Number one is the only good thing on your list but much more needs to be said about it. (With all due respect, your second and third "good things" amount to little more than whistling in the dark and wishful thinking). So far there is little indication that Spinco is anything but veiled threat. If PJ is serious about a new more aggressive change in strategy, he needs to take action not mutter under his breath about vague possibilities. Unlike his Father and his most vociferous competitors, PJ seems not to be a man of action. What shareholders need is action.