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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (29004)7/27/2000 10:56:35 AM
From: mauser96  Read Replies (1) of 54805
 
If he's correct, it's hard to believe the market could be so inefficient. QCOM price would be running up.. OTOH,the extensive discussion here indicates that this isn't a simple affair to sort out. There has been very little discussion here of a main reason for spin outs- allowing the separate companies to find their own P/E ratios thus revealing hidden values.
Just listened to the CEO of Nokia on CNBC - he thinks that nothing has changed, there is no change in market dynamics. Somehow it seems like I've heard this kind of denial before, believed it, and paid a big price when the stock went down and didn't recover.
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