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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: Raglanroadie who wrote (67958)8/19/2007 11:59:04 AM
From: golfinvestor  Read Replies (1) | Respond to of 197451
 
I agree with you that if the reason for Spinco was just to make a quick buck it would not be in the best interest of the majority of the shareholders. I still own shares from 1992. I'm not looking at Spinco from a short-term perspective. QTL will have 3G lawsuits to fight for as far as the eye can see. Then there is 4G. The way Wimax is shaping up it looks to be a worse legal mess than 3G. Why should the value of the rest of the company be held back by perpetual lawsuits. Ask yourself, if Spinco would have happened back in 2000, would QCT be in the mess they are today? I think not.



To: Raglanroadie who wrote (67958)8/19/2007 12:06:23 PM
From: bdog  Respond to of 197451
 
I don't disagree with many of your sentiments but 2 or 3 more years of this will be intolerable, especially when it is not clear the business model will survive intact. PJ is clearly anticipating a radically new strategy distinct from the litigation that has been raging for the past year. Did Q publish anything regarding the original Spinco? How can we get info as to exactly what Spinco-2 might look like? Advantages/ disadvantages? etc.