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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Gregg Powers who wrote (21971)	1/26/1999 2:22:00 PM
From: Jeff Vayda	Read Replies (1) \| Respond to of 152472

Gregg, I find you story to be interesting. I also would like to say you failed to completely tie up all the loose ends your story opened. Will Jerkysson have to buy out the pesky little San Diego company if it can not be kept in the box? As of today, it appears that Milkbone and his cohorts are indeed able to keep the little up start in the box. And, what size is this box? I would like to prepare for the excitement as soon as I see the upstart out of the box. Jeff Vayda

To: Gregg Powers who wrote (21971)	1/26/1999 2:30:00 PM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

Gregg - should we all be glancing at the SI Vodafone thread ? (Is there one ?) Jon. (just checked -- a total of 41 posts !)

To: Gregg Powers who wrote (21971)	1/26/1999 3:15:00 PM
From: GO*QCOM	Respond to of 152472

Gregg, Very good and insightful wrap up of an end game.We all have sweat,blood and tears invested (in the box).This all makes sense.I wonder now if this older post makes sense in your thought provoking summary.Reply # of 21976 QUALCOMM most likley would not sell its infrastructure division but partner with a industry heavy weight instead.QUALCOMM no doubt (guessing)is in the midist of some big changes in that division including staff changes.They might cut staff to thin down and then take on a partner.My guess is that they would do as they have done in the past and partner (i.e.WIRELESS KNOWLEDGE).No doubt the expense of further development in 3G systems incorporation into the base stations ect. reguires more then what they can do at this stage without more drain on the bottom line.Its intriguing that along with LU,MOT,NT that ERICY is also salivating and drooling about the mouth.This could be an opportunity for QUALCOMM to use its leverage in it's IPR position and ERICY's weakness (absolutley no CDMA)to let ERICY into the fold without them having to choke on to much crow (past the salt).QUALCOMM stands in a great position in any advent with the modification that they are wrestling with and we as shareholders will win as they cut loss and apply even more revenue to the bottom line.Ericsson would gain CDMA and harmonization would be written in with all parties gaining especially QUALCOMM which would be the undisputed champion. Next Previous \| Previous \| Next \| Respond \| Quotes - 100-Day Chart - News oking analysis.