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

To: Ruffian who wrote (26218)	4/6/1999 3:03:00 AM
From: jpbrody	Respond to of 152472

Thanks for the tax info, guys. As far as Q selling handset division, I could see it happening. I think the Qualcomm strengths lie in the design of the ASICs and R&D. I believe that both the handset and Infrastructure division were started up when it became clear that someone had to get things moving if the CDMA rollout was going to happen. Who would buy the division? It seems like Sony would be a good candidate to me. I would like to see Q maintain the capability of selling innovative products, like pdQ. Jim

To: Ruffian who wrote (26218)	4/6/1999 12:28:00 PM
From: w molloy	Read Replies (1) \| Respond to of 152472

If Q would rid the handset division, whats next?, an RD Co? MP Why not? I was thinking that they should focus on core strengths i.e ASIC design. Intel have done pretty well for a number of years flogging microprocessors. They have yet to enter the mass market for PC's. On another tack, I understand that Sony are attempting to design their own CDMA ASIC. So are Denso (they have just signed a deal with Isotel for the software protocol stack). Nokia use their own silicon. These companies do not want to do source the guts of their handsets from a company that is also a competitor in the handset business. QCOM ASICS are still ahead of the competition. Divestiture of the handset division removes the incentive for companies to develop their own silicon and should result in increased ASIC sales (with superior GM over handsets). w.