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


To: Keith Feral who wrote (22910)2/12/1999 6:50:00 PM
From: Sawtooth  Respond to of 152472
 
<<Sulpizio made a comment to the effect "Can we compete in the space that we created?" This mission statement for QCOM's mgmt will be a very serious topic within the company this year.>>

I keyed in on that subtle but powerful point, too, Keith.

Something to really think about; to roll around in the mind, to savor. Thanks for mentioning it again. ...Tim



To: Keith Feral who wrote (22910)2/12/1999 6:50:00 PM
From: SKIP PAUL  Respond to of 152472
 
QCOM infrastructure needs existing technology products such as switches etc. Spending money on developing these is reinventing the wheel. Moreover maintaining sales offices in over 30 countries is expensive. It makes perfect sense for QCOM to partner with a company that already has these products and one that can share the expenses of maintaining worldwide presence. Companies like ERICY, NT, Lucent etc could all be suitable partners. A deal with Ericy would make the most sense because that could bring peace, a huge market, and win-win solution to the table for the US, Asia and Europe.



To: Keith Feral who wrote (22910)2/12/1999 7:21:00 PM
From: Clarksterh  Respond to of 152472
 
Keith - If the company were to really save $100 million per quarter in losses associated with infrastructure, that would have a profound impact on the EPS for the company.

$100M was the top-line additional revenues needed to arrive at breakeven for infrastructure, not the bottom-line losses. Given the Gross Margins etc it was more like bottom-line losses of $25M per quarter.

Clark