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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: mts362 who wrote (49429)11/12/1999 10:59:00 AM
From: Cooters  Read Replies (1) | Respond to of 152472
 
<<The case for MOT & NOK purchasing Qualcomm's mobile phone operations>>

NOK, with an ASIC deal, would be too much for me to handle. In fact, it already is. I'm heading out for lunch and a beer. Enjoy!

Cooters



To: mts362 who wrote (49429)11/12/1999 11:04:00 AM
From: 100cfm  Read Replies (1) | Respond to of 152472
 
mts
great post. it is exponentialy more important of who buys the handset div. rather then how much is paid for the handset div. although i like the part about "if its bought for under 5 billion". this is way way more then any figures that have been tossed about.
a sale to either nok or mot will force V to have to raise his presplit target price again.

think i'll buy some calls today.
cfm



To: mts362 who wrote (49429)11/12/1999 11:19:00 AM
From: Wyätt Gwyön  Read Replies (1) | Respond to of 152472
 
MOT vs. NOK vs. Ericy, playing them off each other, now that's game theory in action. Q gets to be the referee. Each player has to think of ramifications not just for themselves, but for all other players. And "the house always wins". That'd be Q.



To: mts362 who wrote (49429)11/12/1999 11:32:00 AM
From: slacker711  Respond to of 152472
 

Accretive to Nokia & Motorola if purchased for under $5 billion. *
The purchase price is likely to be well below $750 million for the right strategic relationship. I.e. a long-term ASIC agreement. * Nokia can create $5-$7 per share in shareholder value, while MOT's market value could get a lift of $8-$11 per share.


All I can say is wow.....If the analysts are right on this one then we could have some fundamentals to justify this run-up. I cant imagine news that would be much bigger than Nokia agreeing to a long-term CDMA chip deal. I'm getting dizzy....

Slacker



To: mts362 who wrote (49429)11/12/1999 11:54:00 AM
From: SKIP PAUL  Read Replies (1) | Respond to of 152472
 
Rumour has it- 6 buyers competing for handset Div-CNBC



To: mts362 who wrote (49429)11/12/1999 12:25:00 PM
From: MileHigh  Read Replies (2) | Respond to of 152472
 
Good Sh!@