Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: DownSouth who wrote (28742)	7/25/2000 11:04:21 AM
From: James C. Mc Gowan	Read Replies (1) of 54805

QCOM/SPINCO: a large positive, in terms of the recent molestation of QCOM shares by smaller Houses on the Street; Dr. Jacobs has chosen the most influential House, Goldman Sachs, to underwrite. This means that the heaviest hitter is now looking out for the interests of QCOM, et al. This is the best choice of all possibilities, IMHO, and the fudmeisters with have to deal with the big boys now. Also, QCOM is now much more similar to the ARMHY business model, a fabless IPR concern. Another positive, IMO. Thanks to all the regulars for timely, incisive analysis of the new developments. Regards, James

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next