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

To: Randall Knight who wrote (26647)	4/10/1999 9:12:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 152472

Randall, Dumb Q- Aren't handsets viewed as a money loser, more of a commodity than a value added product- often times given away to sign up subscribers?? Go easy on me if QCOM handsets alone are unique to NOKIA, MOT, etc... MileHigh

To: Randall Knight who wrote (26647)	4/10/1999 9:40:00 AM
From: Robert Scott	Respond to of 152472

Not negative on it - you said what I'm not as sure of: "There is plenty of room for everyone." For now this appears to be the case but I'm not so sure over the long haul, not because of anything negative with QCOM but rather because of the strength of the competitors.

To: Randall Knight who wrote (26647)	4/10/1999 11:58:00 AM
From: Bux	Read Replies (1) \| Respond to of 152472

I didn't think the handset business is a negative now but will be very shortly. It's quite profitable and quickly becoming more profitable. Certainly it is worth a lot to companies behind the CDMA learning curve. I suggested the divesting of handsets to focus on growing more profitable businesses such as ASICs. As wireless devices become more commonplace, the Q will want to be on the leading edge of this high-margin business. The revenue from the sale of the handset division could help facilitate this. It has been mentioned that other manufacturers do not like to purchase chips from competitors, if possible. If QCOM's market share of ASIC's rose just a few percent because they were no longer handset manufacturers, Q's total profits would be higher than a smaller share of ASIC's and handset profits combined. Phones are rapidly becoming commodities. Bux