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

To: Dennis Roth who wrote (12895)	6/22/2000 2:32:00 PM
From: samim anbarcioglu	Read Replies (1) \| Respond to of 13582

Dennis, $53B is not what it used to be. I believe NOK can find just about any amount of cash it may need to buy Q, if they take their case to Bank of Finland (or whatever they call it) or any Finnish Bank. This CDMA/GSM thing is a matter of great national concern/emergency for Finland. If NOK loses, literally the country goes back to whatever they were doing before cell phones. Separately, I believe NOK also has missed the train on buying ASICs from Q (not the division, that would be terrible for Q), because it would not be possible to bring a 1x product based on a Q ASIC to the market by Christmas after this date in my opinion. Regards, Sam A.

To: Dennis Roth who wrote (12895)	6/22/2000 3:10:00 PM
From: Keith Feral	Read Replies (1) \| Respond to of 13582

Dennis: I think the only problem with a buy out is that Jacobs would be skinned alive if he accepted a buyout at price levels 50% from the highs. NOK would have to pay $250 or more to make a stock deal believable. However, if NOK bought 10% of the Q at $125, I would be very happy with the short term and long term benefit. We would get an immediate boost and be able to hold onto the Q for the next 5 years until my cost base gets under $1 a share.

To: Dennis Roth who wrote (12895)	6/22/2000 3:21:00 PM
From: scots40	Read Replies (1) \| Respond to of 13582

John and Thread, I am new to the thread, but I have owned QCOM for many years. I have held it throughout this downfall but I still sleep very well every night. Personally, I am against a NOK buyout of QCOM. NOK would probably offer an all-stock deal and would have to "overpay". This would make NOK stock go down and QCOM would mirror it. Look at this case: Spyglass (SPYG) is in the process of being acquired by OpenTV (OPTV) in an all-stock deal. On the day of the announcement SPYG shareholders were to get $120/share, but the stock never broke 100. Both stocks tanked fast (the NASDAQ drop this Spring assisted in this drop)! SPYG is now in the 30's. OPTV was perceived to "overpay", so everyone lost out. I don't want to go through that again, although I did sell 1/2 of my SPYG in the high 80's. OPTV is not even in the same class as NOK. The result would not be THAT bad, and in the long, long, long run it might be OK, but I do not want to risk it. I have a "bird-in-the-hand". I like QCOM as it is, stand-alone. I like Irwin Jacobs and their overall management. I bought QCOM because I like QCOM, not NOK!!!!