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


To: Gregg Powers who wrote (8336)2/10/1998 1:01:00 PM
From: Valueman  Read Replies (1) | Respond to of 152472
 
Gregg:

Qualcomm's stake in G* is worth close to $500 million at this time.

116 million shares X 60 X .07



To: Gregg Powers who wrote (8336)2/10/1998 1:02:00 PM
From: JMD  Respond to of 152472
 
Gregg, well said and well reasoned. (BTW, you do realize I was critical of the Forbes article, yes?) I'm going to take a while to ponder your methodology for valuing the IPRs but will tell you right now it's a terrific starting point.
I just posted re: the IPR debate that absorbed a ton of bandwidth before last Thursday. Would you give us your views? Regards, Mike Doyle



To: Gregg Powers who wrote (8336)2/10/1998 3:51:00 PM
From: Candle stick  Read Replies (2) | Respond to of 152472
 
Gregg that was too much for me to read, but I am sure you analyzed 'till your head spun....my rebuttal.....QCOM DOWN 1 1/2, DOW UP 113, NAZ UP 17....learn from the market...it tells you where things will go...as a trader, the short term(3 months) is easily read from the charts and basic market psycology....CYMI was a perfect example of this...if you want to ignore it go ahead...its your loss....but the comparison is completely valid, and acting out right before your very eyes..........;^



To: Gregg Powers who wrote (8336)2/10/1998 11:49:00 PM
From: Valueman  Respond to of 152472
 
Gregg:

By the way, being close to QCOM management like you are, if you can get them to sell their G* stake for that $120 million value you assign to it, I WILL BUY IT!!!



To: Gregg Powers who wrote (8336)2/11/1998 10:59:00 AM
From: Valueman  Respond to of 152472
 
Gregg:

Do your handset numbers that you project include G* handsets? That could be a substantial boost to your figures. Throw in the double bonus you get with the tri-mode handsets and things look even rosier. By now you should have found your $120 million G* figure to be wrong(they own 7% of G* LP, not GSTRF)--that makes the discount you perceive that is inherent in QCOM's stock all the more attractive.