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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 160.90-0.3%10:12 AM EST

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To: Ramsey Su who wrote (8522)2/14/1998 1:05:00 PM
From: DTA  Read Replies (2) of 152472
 
Ramsey,
Couple of thoughts concerning takeover scenarios that have been getting recent attention. If Jacobs, White, and Viterbi, etc, did not believe in the longterm viability of their enterprise, then why did they embed antitakeover measures? To conclude that they did so just to gain buyout negotiating leverage doesn't make enough sense. Moreover, as long as Q is solvent and gaining acceptance across a range of markets (given the ETSI decision, among others)where questions seem to be leading toward solutions enabled only by Q IPRs and products, why would a price of even $100 get attention? Seems here that Q is one of the few companies that will determine how and where and in what form information will move over the next 10 years. Despite temporary problems in Asia and maybe some advertising deficits, Q to me still looks like an IBM.
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