CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 174.76

+0.3%

Dec 23 3:59 PM EST

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To: Maurice Winn who wrote (1331)	12/22/1996 6:52:00 PM
From: ED PLOPA	of 1819

Maurice: Again, thanks for continuing to be such a catalyst for this thread. you have inspired many to post very thoughtful insight into the stock of late 90's, QCOM. I would like to put my vote in for QCOM for the next MSFT. That's really putting my neck on the line. I can't help it I'm hooked. I either found the next best thing since slice or I'll take myself broke attempting it. I find myself mindlessly increasing my position in this stock to the point that I'm focusing my attention on acquiring more and more of it at the expense of other potentially lucrative endeavors. Enough rah-rah. Here's the deal. I like to pose a hypothetical and then let's all debate it: I pose this statement: QCOM is a combination of several different business enterprised, each with a distinct value, the value of these separate entities, I hypothically propose exceeds its current market value. By how much? I don't know that's the purpose of the post. Wall Street doesn't understand the current short and long-term potential of these enterprises all intertangled, what are they worth by themselves? Business enterprises - [1] CDMA technology (royalties), [2]Eudora (e-mail), [3]Omnitraks (global satellite positioning), [4]PCS handsets and base station manufacturing [handsets are with SONY. How about the base stations?] [5] Globalstar (satellite communications) [6] significant equity stake and preferred manufacturer status in NextWave [IPO forthcoming and a potentially formidable PCS player]. Maurice and all, tell us how much this would be worth. Several other brief points QCOM spins off it's CDMA royalties and it's technology to QCOM Royalties. QCOM sells 25% to 40% stake to public, retaining remainder to control the technology. Investors love it because it pays out dividends from its royalties to investors. Investors get big bang because price of stock rises as royalties rise. What does anybody think QCOM Royalties is worth? QCOM spins of Eudora and manufacturing entity off to separate entity. Eudora e-mail becomes next Windows It becomes the operating system of the PCS world. The product has already penetrated 60% of the US. So alot of people should now how to use it. Why couldn't Eudora be the platform for communicating on the PCS? You want mfg along for the ride as a guaranteed customer for Eudora. All handsets would come programmed with it on the ASIC chip. This puts two products with tremedous growth potential at the top line. It will take a while for bottom line to catch up but Wall Street will love the revenue growth. QCOM holdings then sits then there as an R&D generator being funded by their share of royalties, potential profits from Eudora/MFG, Globalstar, and NextWave. Far out thinking, but I found it to be provoking as I sit by my fire in cold and dreary Wichita, KS. We have sheep here also but prefer to think of it cattle country. Respectively submitted for your consideration. Ed Plopa

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