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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: SKIP PAUL who wrote (3368)	11/18/1999 1:54:00 AM
From: quidditch	Respond to of 13582

Skip, I agree Q shouldn't let its $1.6 billion sit in T-bills long, and have posted so on a couple of occasions. But we shouldn't confuse how the Korean investment is going to look on Q's balance sheet, where its equity method treatment of Korea Freetel will show asset appreciation in "investments", and what the "Street" and analysts will demand in terms of operating earnings and revenue growth. I assume that a part of the quick pop in the value of the Korea Freetel investment was due to the fact of the Q (and Softee?) investment becoming known, and propping up its financial condition. But neither that appreciation, nor any operating earnings of KF, will show up in Q's operating earnings. Steve