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

To: Maurice Winn who wrote (26681)	4/10/1999 8:23:00 PM
From: gdichaz	Respond to of 152472

To Mqurice: Beautiful. Applause. Cheers. Chaz

To: Maurice Winn who wrote (26681)	4/10/1999 8:54:00 PM
From: LindyBill	Read Replies (2) \| Respond to of 152472

The margins aren't actually thin at all. The ThinPhone is thin and that's about all Maurice, I have been reading posts and getting feedback that says this division is running on a 3% to 4% margin, which is terrible for a Gorilla. I think a lot of us Gorilla Investors look at Cisco, Msft, and Intel and see companies that provide the "guts" and stay out of the end product, like this type of profit structure, and see this as the best way for Q to make money. I can see the initial reason for being in the end product for Q, they had to get it off the ground. I would like to see them out of it now, or just doing high end, high profit manufacturing of end products. If they are going to keep the present plant, figure out how to make a better buck at it. I own and run a nice little home improvement company. I really don't want to expand it. When my sales start to approach capacity, I raise prices to slow them down. This is really a no-brainer.

To: Maurice Winn who wrote (26681)	4/10/1999 9:02:00 PM
From: Andrew N. Cothran	Respond to of 152472

What brand of Scotch do they brew in NZ?

To: Maurice Winn who wrote (26681)	4/10/1999 9:06:00 PM
From: quidditch	Respond to of 152472

< Meanwhile, there is no shortage of handset makers around the world for cdmaOne, so there is no advantage in selling the division, but there is a huge disadvantage. As George Gilder says, when he isn't wrong, the intelligent periphery is where the real action is going to happen. Q! is sitting right on that periphery with the technology, skills and everything else which is needed to make things really happen.> Exactly the point, Mq. Handet manufacturers are, in the most commodity related context, a little like motherboard assemblers. Q is not going to sell outright its technology that drives the handset applications (it will license). Thus, why would a potential purchaser and existing handset manuf'. pay up for what it can already do and, if it requires additional capacity, simply add assembly lines. Regards. Liacos_samui