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


To: foundation who wrote (74471)6/22/2000 1:58:00 PM
From: 16yearcycle  Read Replies (1) | Respond to of 152472
 
I don't see it making sense either. Just to play with it though, an asics deal makes huge sense, of course, and someone buying the asics division is possible too. If this is happening, I think a reasonable present value of the parts is 125 to 150(about 80x next years e. Txn bought made their buy yesterday at about 70x next years e, with that company not growing as fast, or having nearly the roe of qcom)It would be easy to justify a higher price but lower than 125 just won't happen.



To: foundation who wrote (74471)6/22/2000 2:07:00 PM
From: samim anbarcioglu  Respond to of 152472
 
Absolutely not. It would be bad for all involved. They would have to overpay, and then will never be able to run the company like the current management does. Possibly NOK would even suffocate CDMA, as the new owner of the IPR. JMHO.