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

To: jmac who wrote (85592)	11/2/2000 1:42:11 PM
From: carranza2	Read Replies (2) \| Respond to of 152472

Not necessarily. It could mean that to IPO in this market, at these price levels, would be a gift to buyers which the Q isn't interested in making. It means that it expects things to get much better by January, which is fine with me. Perhaps there are second thoughts about the spin-off.

To: jmac who wrote (85592)	11/2/2000 1:46:47 PM
From: Ibexx	Read Replies (2) \| Respond to of 152472

On the contrary, I view the SPinco postponement as a potential "hint" - a very subtle one - from Qualcomm that business conditions would be much more favorable in January 01, either due to better eps prospects or strategic deals finally coming together in the next few months, or both. Q's money flow has been positive all day (currently close to +20,000 MM) and trading has been confined in a relatively narrow range. So far the signs are NOT negative. We shall, however, await the final verdict come 4:00 PM. Ibexx