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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: Ramsey Su who wrote ()6/23/2000 2:54:00 PM
From: foundation   of 13582
 
Just returned from MI2, and have a few scattered thoughts. (Sorry Ramsey.)

In my view:

1) There will be no NOK/QCOM direct deal any time soon. The war of attrition will continue.

2) Very interesting sidebar (for me at least) that NOK's Telson news release was not distributed to news agencies and is still nowhere to be found in Reuters, AP, etc.

3) NOK has blinked, but blinked only.

4) The fast "buyout" money is rapidly draining out of the stock price, as I noted would happen on the other board before I left to see MI2.

5) Trust management.

6) see #5.

regards,
blg
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