Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 161.39

-1.9%

Jan 15 3:59 PM EST

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To: Gregg Powers who wrote (8455)	2/14/1998 12:01:00 PM
From: Ramsey Su	Read Replies (5) of 152472

Greg spend the last quiet hour on Sat morning digesting the numerous posts from you. Your argument is compelling, especially from the break up value perspective. QCOM current cap is around $3.5 billion, using the recent trading range. You seem to imply that $5 to $7 billion is more in line. The share price, with about 70 million shares issued, should therefore be more reasonably priced at the 70 to 100 range. One can easily argue that the takeover value should be even higher than 100 because there should be a premium for goodwill and other intangible blue sky value to entice the company to sell. It may even be logical for someone like LU and T to gobble up QCOM, take the IPR and use their financial muscle to really dominate the current explosive growth. Could they possibly say thanks to ERICY for pushing through a w-CDMA 3G? Something like, "thanks, Eric, we have the CDMA IPR to develop 3G. If you guys want to play also, please pay. By the way, we also have the technology to lay CDMA over GSM in the mean time, possibly provide a seamless transition in the future." What do you think of that scenario? Ramsey

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