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

To: marginmike who wrote (22172)	1/29/1999 10:22:00 AM
From: Jeff Vayda	Read Replies (2) \| Respond to of 152472

Marginmike, re; JV with Ericsson. Dont hitch your wagon to a dying horse. There is absolutely no reason for the Q to be interested in teaming with Ericsson. They gain nothing. You can dismiss Ericsson's past behavior as just business but I dont want anything to do with them. There are simply too many other fish in the sea to be teamed up with a hagfish. I dont think the Q should team with anyone. Their business gains over the years speak for themselves. Some may be impatient at the rate of return for the stock, but the business is sound and the stock will one day catch up. The last thing they should do is make any hasty moves. Management has at least shown the ability to position itself in a very difficult market and make significant headway without mortgaging themselves to 'the big players'. No need to change now. When you step back and look at the Q and what they have accomplished in the past years - despite the forces marshaled against them - it is very impressive. Stay the course, things are 'up', just not a merger. Jeff Vayda