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

To: JeffreyHF who wrote (75838)3/26/2008 8:01:47 AM
From: slacker711  Read Replies (1) | Respond to of 197227
 
How will Motorola's bifurcation improve the performance of either division?

I dont see much changes in performance....the clear conflicts of interest that I personally see in QCT/QTL dont exist between handsets and networks in Motorola. This move seems to be designed to appease shareholders more than anything else.

Any forseeable impact on Qualcomm?

It is possible that since the Networks division will no longer be subsidizing the Mobile Devices division that there will need to be a faster turn around. If that is true, Q could see some benefits....their off the shelf offerings will hit the market faster, and for less R&D, than the solutions from TI/Motorola's collaboration.

Hopefully, Mutraicy is no where near the top spot of the new Mobile Devices division.

Slacker



To: JeffreyHF who wrote (75838)3/26/2008 12:09:19 PM
From: Art Bechhoefer  Respond to of 197227
 
A separate handset company, divorced from Motorola management, could link up with, say, a Chinese company, producing handsets with the Motorola label. That would give the Chinese company a brand name (similar to what happened when a Korean company bought Zenith TV). I still think there is value in the Motorola brand name.

Art


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