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Technology Stocks : Qualcomm(QCOM) -> SpinCo
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To: Art Bechhoefer who wrote (107)8/20/2000 11:06:23 AM
From: Cooters  Read Replies (1) of 172
 
Art,

I must not be representing my thoughts correctly. I do not EXPECT the IPO to go poorly, rather I am prepared for it. The IPO should go very well, and furthermore, QClassic's value should be highlighted also. I am positioned for this outcome already.

If you look at the sum of these two parts, I cannot fathom how you arrive at a price of 59. The current earnings weakness is SpinCo's, not QClassic's. Either the Street has not taken the time to value these businesses separately, or SpinCo is not being valued very highly. I'm betting on the former, prepared for the latter.

Have I clarified or muddied?

Cooters
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