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

To: Maurice Winn who wrote (17000)	10/23/1998 12:21:00 AM
From: Jon Koplik	Respond to of 152472

Maurice - this may be dumb on my part, but the thought of ERICY trying to buy QCOM seems like IBM trying to buy MSFT. I would expect the following after a few moments pause -- QCOM (or MSFT) would come back with : "No, we will buy you !" Why should some big, dumb, (ugly (?)), stupid corporation have even a chance of stealing QCOM ? Jon.

To: Maurice Winn who wrote (17000)	10/24/1998 11:29:00 AM
From: stealthy	Read Replies (2) \| Respond to of 152472

Maurice: I agree that the Q represents a very attractive takeover target for Ericcsson, but do you REALLY believe it will happen in the near term ? (I don't) If so, do you expect it to be hostile or mutually agreed ? What about the antitakover Poison Pill provisions that the Q has carefully put in place ? [Where all their proprietary data goes into the public domain if a hostile takeover occurs ] Do you really believe the Q management would contemplate joining with such a vile enemy at any price ? As has been reiterated recently by Q management --- they see the FUN as ---- JUST BEGINNING !! On the other hand are you suggesting that even we long suffering shareholders ultimately " have our price " --- at which even the most loyal, would vote to overturn the Poison Pill provisions and eagerly " Join with the Devil " ? If so, what's your estimate of that price ?; Is there a realistic near term buyout figure which could EVEN APPROACH reasonable compensation to shareholders --- compared to the full potential the Q now represents as an independent entity over the next 5 to 10 years? Stealthy