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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DukeCrow who wrote (28833)7/25/2000 11:30:47 PM
From: kumar  Read Replies (1) of 54805
 
<<The question is why sell?>>

I'm not sure "sell" is the right word : 90+% of Spinco goes to QCOM stock holders.

<<The only company that it would make sense to sell it to would be someone like TI or another comm chip company. >>

if it was a "sell to get rid of it" then, yes. In this case, IMO, the sum of the parts will turn out to be larger than the whole.

cheers, kumar
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