Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 157.80

+0.9%

Jan 22 3:59 PM EST

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To: Gregg Powers who wrote (8578)	2/21/1998 11:51:00 PM
From: Valueman	Read Replies (1) of 152472

Gregg: You now have all the info you needed about valuing QCOM's stake in Globalstar(am I beating a dead horse or what?). I think it is important when investing in a company based on asset values that those assets are correctly priced. I have given you the management fee-split directly from the partnership filing with the SEC(80% Loral, 20% QCOM). So, what sayeth you? Can I get any more than that $180 million? Another way to look at it. If you are giving QCOM's partnership units a value of $180 million, then all the non-GSTRF partnership units would presently have a total value of $1.8 billion(for 70% of total partnership). GSTRF currently has a value of $2 billion for the 29.3% that it owns. That is a hellish liquidity discount. If that is true, maybe I can get those Korean companies to sell their 6 million units at an even bigger discount! They need cash, don't they??? Mr. Templeton would be proud.

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