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

To: w molloy who wrote (26217)	4/6/1999 2:28:00 AM
From: Ruffian	Read Replies (2) \| Respond to of 152472

If Q would rid the handset division, whats next?, an RD Co? Mp

To: w molloy who wrote (26217)	4/6/1999 11:00:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

The word in Building K is that the handset division is in pretty bad shape too. I question this. Although I don't think that Dr. J is wedded to the handset business, neither do I think it is doing poorly. They have now got it up to 20% GM and in the shareholder meeting he actually was talking about expanding production capability. Although I occasionally get irritated when Dr. J et al dance around an issue, I've never heard them say anything that was completely misleading, and they have definitely not shown any signs of wanting to rid themselves of handsets. The only reaosn that I can think of for wanting to get rid of handsets is to increase their market in ASIC's. (If you were Nokia or Sony or Motorola, would you want to buy your ASICs from a competitor?) Clark I myself have been in situations where I have had to dance around a topic with customers (which I hated), so I am not slamming Dr. J for this, but such dances often tell you what the weaknesses are. And, as an aside, I find them frustrating when I am on either end of such a dance.