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


To: waverider who wrote (71249)4/26/2000 6:26:00 PM
From: Cooters  Read Replies (2) | Respond to of 152472
 
Rick, A tracking stock involves a couple leaps of faith relating to the parent's integrity, the underlying business and the capital needs, etc. Sprint PCS meets the test, at least prior to the WCOM merger.

The AWE tracker doesn't even come close.

Coots



To: waverider who wrote (71249)4/26/2000 6:47:00 PM
From: Jim Willie CB  Read Replies (3) | Respond to of 152472
 
the Sprint PCS tracker way outperformed the Sprint longdistance business
its PCS stock has been much stronger than FON

tracker builds like components to a corporation
it carries debt and secondary issuance implications

wouldnt you prefer Nabisco to RJReynolds?
Nabisco has a millstone around its neck

if IBM had an Internet Service tracker, it would zoom
if QCOM last year had a Handset Division tracker, it would have wilted
if INTC were to set up a Wireless Chip tracker, it would outperform the PC/NIC business

makes perfect sense
/ jim



To: waverider who wrote (71249)4/26/2000 7:35:00 PM
From: William Hunt  Respond to of 152472
 
Diamond --The theory is that you are getting a piece of the fastest growing part of the company ( in this case TDMA ).
Another interesting note on IPO'S for this year 2000 ---almost half are well below the issue price while the other 50% is up a collective 1% for the year 2000 . Would not touch this issue with a ten foot pole !

BEST WISHES
BILL



To: waverider who wrote (71249)4/27/2000 1:11:00 PM
From: freeus  Read Replies (1) | Respond to of 152472
 
I totally agree with you. I've been watching the action of these "tracking stocks" (i.e. you have no voice in the company.com) with astonishment, while the stock price of great companies retreats! People are mighty strange.
Freeus