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


To: Ruffian who wrote (19938)12/17/1998 9:25:00 PM
From: JGoren  Read Replies (1) | Respond to of 152472
 
Your theory re Ericy buying Qcom shares at depressed price would make complete sense, except that Ericy would have to file SEC report (Form 13D) when its ownership gets to only 5% of the shares. It would then have to mount a hostile tender offer. To do so would subject it to tremendous questioning as to its motives and the validity of its 3G position.



To: Ruffian who wrote (19938)12/18/1998 11:52:00 AM
From: Ruffian  Read Replies (2) | Respond to of 152472
 
Gregg, I Agree>
To: DaveMG (19936 )
From: michael piturro
Thursday, Dec 17 1998 4:01PM ET
Reply # of 19990

My Theory, Has anyone watched the current events with Qualcomm and established
this remote but possible theory.

1. Marc Cabi slamming Q at any opportunity, to bring shareholder disatisfaction and
price fluctuations.

2. While Ericy in the backround buying shares at depressed levels, to create a position
in the Q.

3. In my opinion, Ericy is running out of time. Time is money and as
far as I am aware of, Ericy played all its cards, but the above
scenerio is their only viable move left.

Now it will be up to the Q and shareholders to determine the future
if the above is realized.

All comments welcomed,

Regards,

Michael