Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 167.92

+1.1%

10:53 AM EST

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To: Boplicity who wrote (79751)	9/8/2000 10:54:10 AM
From: marginmike	Read Replies (2) of 152472

We have 2 fundimental issues regarding stock price irrespective of chin 1) Is, how bad will this quarter really be? NSM comment about Samsungs weakness and DDI weak subs does not bode well for us. However we must assume this is partially or full in the stock because this weakness has been known about for awhille. 2) How much value will spinco provide? I am very confused on how the spinout will work. Are the shares,10%, being offered next month? If so we will get instant valuation, no? I hink people know that this quarter will be the bottom in earnings cycle, so do we raly into bad earnings? So far it looks that way. It is not unlike Ericy did about a year ago where they got all the bad news out and the stock rallied 1-2Q before actuall turnaround. Meanwhille NAZ looks like its heading to 3700-3800 cant be a great enviroment for us :(

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