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

To: JGoren who wrote (24804)	3/23/1999 9:38:00 PM
From: Jon Koplik	Respond to of 152472

All of this vague mumbling by QCOM management about "we are considering various solutions to the Infrastructure Division dilemma" reminds me of an excellent lesson about "Fed watching" : Watch what they do, NOT what they say. Jon.

To: JGoren who wrote (24804)	3/23/1999 9:44:00 PM
From: Drew Williams	Respond to of 152472

I agree that the opportunities are significant. I also believe that there is real synergy and value in having both handset and infrastructure under one roof (well, under 27 roofs in the same business park) along with the research guys. It is sorta like Microsoft having operating systems and applications cohabiting under their roofs. In a real sense, CDMA is the wireless OS.

To: JGoren who wrote (24804)	3/23/1999 10:01:00 PM
From: Drew Williams	Respond to of 152472

Our facilities manager came around today with two new wrinkles in our cellular system. We have about forty cellular phones of various makes and models. Most of our 26 service technicians have Nextel phones because they have the 2-way Dick Tracy radio built in. Very cool and very easy for them to call back to the service desk or to one another for consultations. Works great for them as long as we don't send them too too far from home base. The rest of us are on Comcast's Digital (TDMA) network, using mostly Nokia phones with a few Ericssons, on various billing plans based on our individual usage. First, if I am calling another employee from my cellular phones to his or her cellular phone, all I need to do is enter their individual four digit extension code (same as the wired phone extension at our desks), and we will be connected. Second, if you are calling me from a landline, you can call a special local phone #, enter in a security code, enter in our extension #, you will be connected to our cellular phone. Here's the kicker: in both cases we will not get charged any (that's a big ZERO, folks) time charges against our plans. (All of this assumes all calls are local, which takes in a pretty big area around metro Philadelphia.) This is Comcast's new way of competing against Nextel.

To: JGoren who wrote (24804)	3/24/1999 9:39:00 AM
From: Webster	Read Replies (1) \| Respond to of 152472

JGoren, I have never said I am in favor of selling the infrastructure division. I was simply asking a hypothetical question about valuation of this division. Dr. J has stated the infrastructure division is "strategic" to qcom. He has also said that everything has a price. Since I have been a qcom shareholder for eight years and plan to hold for a few more splits, I would assume your comments regarding taking a quick profit was a message towards someone else. Thanks Web.