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


To: DownSouth who wrote (28713)7/25/2000 9:39:25 AM
From: Uncle Frank  Read Replies (3) | Respond to of 54805
 
For an old, retired guy, you're moving very well this morning <lol>.

Note that the $100M bogie for the Spinco IPO is just a placer. The actual number won't be set for several weeks, but I'd expect it to be much, much higher than $100M.

Consider that through the first 9 months of the fiscal year, on a proforma basis Spinco's sales were $965M at a 37% operating margin. They will be the largest fabless semiconductor company in the world. What kind of market cap would you think this might merit?

And all us qcom shareholders will get shares in Spinco <ggg>.

uf



To: DownSouth who wrote (28713)7/25/2000 10:06:02 AM
From: Boplicity  Read Replies (1) | Respond to of 54805
 
Downsouth, I can thank you enough for that the CC transcript. While the internet has given me more independence as an investor, not being able to listen into cc's has been a problem of mine in reacting to timely information. What I need is real time close caption. <gg>

Greg



To: DownSouth who wrote (28713)7/25/2000 2:14:38 PM
From: Apollo  Respond to of 54805
 
congrats on another Cool Post, Jerry.
I agree; typing class in High School was one of the most valuable.

stan