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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: gdichaz who wrote (25498)5/29/2000 9:49:00 AM
From: limtex  Read Replies (2) | Respond to of 54805
 
gdichaz - I just couldn't figure the colapse of the stock price over the last few days.

I now think that this is the reason and somehow this info must have gotten out.

First the DoCoMo offer to buy into SK and now this. If this is not a joint and concerted effort to wipe out the Q form Korea, with all that follows from that, then what is?

Just look at the language of that press releease form the Koreans. I bet they have done a deal already and now just looking to make it seem as though they are giving the Q a reasonable chance to match the elimination of royalties.

With so many players around and a clearly concerted effort it wouldn't have taken much to figure that any selling in size with the comfort of the knowledge that the Q was about to be wiped out in Korea would have been easy money. Someone in the enemy camp must have known and indeed probably already knows the outcome.

Why else should the stock price have collapsed. The Q is very or should I say was very likely to exceed earnings estimates for the qtr and the year but with our major market removed there will be no support and you can bett your last $$ that we are going to get a slew of negative analyst reports this week.

Why is GSM allowed in the US? Why? Where is the DoJ or the Trade or Commerce Dept.



To: gdichaz who wrote (25498)5/29/2000 11:40:00 PM
From: Wyätt Gwyön  Respond to of 54805
 
Chaz,
the brute fact is that Qualcomm holds the strong hand. The future requires some flavor of CDMA and some payment to Qualcomm - whatever happens

But what is the sum of "some"--aye, there's the rub. As you know, QC mgmt. contended that (for ERICY) at least, royalties would be the same as for 2G, regardless of 3G flavor. Oh yes, we heard that many times. But now it seems they will indeed bend--at least for the Koreans, ja?