Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 179.02

+3.7%

3:59 PM EST

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To: Mark Fleming who wrote (24973)	3/25/1999 11:36:00 AM
From: Clarksterh	Read Replies (6) of 152472

Mark - ERICY up a point or two. QCOM up ten. Those in the know must know that QCOM is getting the better end of the deal. 1 points for Ericsson = 1.8B dollars of market cap. 10 points for Qualcomm = <0.8B dollars of market cap. Thus, ignoring the possibility of random moves in stock price, the market believes the deal is better for Ericsson than Qualcomm. Sorry. Clark PS I apologize for being such a nay sayer, since this is definitely near term accretive (next 1 to 2 years) for Qualcomm, but it feels like it would if Microsoft had sold the rights to DOS in 87 for $5B - very accretive but the unnecessary loss of a great oppotunity.

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