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

To: Robert who wrote (31268)	5/28/1999 8:56:00 PM
From: w molloy	Read Replies (1) \| Respond to of 152472

Care to share your sources....? w.

To: Robert who wrote (31268)	5/28/1999 10:24:00 PM
From: Drew Williams	Respond to of 152472

My employer is the prime contractor for electronic security (access control, burglar alarms, CCTV, etc.) for Siemens Communications in the United States. Pinkerton does their guard service. One of our other clients has an office in San Diego, and we have subcontracted work there with the company that does Qualcomm's electronic security. It would be very expensive to make Qualcomm's security systems compatible with our systems. Ironically, we would probably subcontract this work to the guys whose systems we would be replacing.

To: Robert who wrote (31268)	5/28/1999 11:04:00 PM
From: JGoren	Read Replies (2) \| Respond to of 152472

I know Siemens tried to buy the whole company sometime back, but why Siemens? What involvement has it got in the cell phone business, and can it really exploit the handset business? BTW, my guess is that Siemens is making the overture to Qcom and not vice versa. I don't see much percentage in Qcom selling the handset division at this point. The handset division keeps it on its toes for what the retail consumer wants; helps development of chips; and gives Qualcomm brand identification with the retail consumer. Every satisfied Qualcomm phone user is worth its weight in gold. Remember the name of the game is to develop "Qualcomm inside." Moreover, if the Thin Phone is as successful as we hope, it is better to wait to sell until the profits roll in.