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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (28713)7/25/2000 9:39:25 AM
From: Uncle Frank  Read Replies (3) of 54805
 
For an old, retired guy, you're moving very well this morning <lol>.

Note that the $100M bogie for the Spinco IPO is just a placer. The actual number won't be set for several weeks, but I'd expect it to be much, much higher than $100M.

Consider that through the first 9 months of the fiscal year, on a proforma basis Spinco's sales were $965M at a 37% operating margin. They will be the largest fabless semiconductor company in the world. What kind of market cap would you think this might merit?

And all us qcom shareholders will get shares in Spinco <ggg>.

uf
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