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

To: DaveMG who wrote (22170)	1/29/1999 9:58:00 AM
From: straight life	Read Replies (3) \| Respond to of 152472

My bet -for what it's worth- is that QCOM is trying to maximize shareholder value (a buzzword they've never even paid lip service to, before) and there talking to investment bankers about multiple ideas. No buyout in the works (I hope) but short of that, anything goes (Eudora sale, Infrastructure partnerships, Infrastructure shrinkage, handset sales) ps- How about a JV with Alcatel? With Q handset and infrastructure expertise and ALA digital switch expertise-- wouldn't that be a natural???

To: DaveMG who wrote (22170)	1/29/1999 10:28:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

DMG - My bet is that everyone one of these "rumors" are false..No infra sale, no phone manufacturing sale, no Eudora sale. My bet is with you, for the simple reasons that Dr. J had a chance to prepare the stockholders for such a deal in the last CC and didn't (in fact he rather firmly said that selling the infra business was much less likely than a JV or other methods of cutting the losses at the business) even though he is supposed to have already said to the press that 'he'd sell it for the right price'. Sadly I no longer believe everything I read in the press (since they often seem to just make a hash of it). I do suspect a JV or two, but we'll have to wait and see. All JMO. Clark

To: DaveMG who wrote (22170)	1/29/1999 9:24:00 PM
From: Maurice Winn	Respond to of 152472

I guess Franklin Antonio would know if Eudora was under the hammer. Guess not! Good. My fascination is with what might be for Eudora rather than what is. Selling Eudora might be like $ill Gates selling MS-DOS to IBM in 1981 for a huge profit of $200,000 [only cost him $50,000 according to a post here]. Sure it was a dog, impossible to use for normal humans in computers which were good for supporting flower pots [according to Married with Children]. But look what it led too. Eudora could well do the same for Q! Alan Green$pan is right when he says the Web is going to be justifying huge market capitalisations - but which companies will succeed is the question and maybe Yahoo! will be an interesting sidelight in the long run - a bit like Neanderthal Man is interesting but not really where we all came from. Don't bet on Neanderthal DNA is the motto! But which is the hot stuff Web DNA? It is in the minds of the producers of it; maybe Eudora's developers. Backed by Q! management and WWeb links to hardware. Don't think of it as a handy email for some crusties who can't get with the program. Think of it as a zygote. Which can be developed any way Q! likes, morphing into the core of the WWeb. The eyeballs will be noticing the "QUALCOMM" in the corner. Not all of them of course. It all helps. Same as we don't notice most of the banner ads in Yahoo! But some of us do and big market caps result from those clicks. The WWeb email aspects will change as technology develops. We will get more and more powerful processors capable of handling better and better software. Eudora is a good foundation. Best not to just leave it to Microsoft to do us a favour. They did a favour for IBM too, with MS-DOS. I don't want them doing me a favour by supplying the WWeb email/OS/software stuff when we have a good chance of doing it ourselves. I want MSFT/Compaq/Intel market capitalisation for Q! We won't get it by selling the farm for 3 axes, a bucket of beads and a blanket or two. No, WirelessKnowledge isn't going to dominate Qualcomm's WWeb presence. Most of us will just use our ISP, our IP based Son of pdQ with hot stuff email as an important component. Yakking and writing, with pictures, and WWeb reading, will dominate Q! business. Q! can invent the ASICs, the hardware and the software. MSFT, Intel and Compaq each only do a bit. Maybe Q! will use CE for future cellphones and maybe Eudora will simply die on the vine, but it would be a shame not to try when the rewards are potentially huge. As you see from your Dad and me, the "If it don't broke don't fix it" school is alive and well. We get along fine as we are and the burden of changing is a hassle. Eudora has a solid foundation. Think of it as what might be, rather than what it is now. Advertising value is NOW, there is a lot more possible! Mqurice