Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 179.26

+0.5%

3:59 PM EST

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To: waverider who wrote (89357)	12/7/2000 1:16:10 PM
From: ratan lal	of 152472

DH I think the topic of valuation would be very helpful as opposed to just stock price. And that's exactly where the problem lies. VALUATION. it has become such an unrecognizable beast that one never knows at what valuation one should consider a stock worth the price. Generally in an up market, growth stocks, even those with high valuations, get bid up. Conversely the asme stocks get proportionally beaten down in a down market. Since high valaution stocks like QCOM, NTAP etc. are the ones generally followed in this thread, it would make sense to 'try' and figure out the direction and ultimately the bottom of the market from where it will move up. Of course legging in near teh bottom would also make sense since it is impossible to catch the bottom every time. The other item worth considering is the possibility of greater growth on the horizon which would permit higher valuation. In the case of QCOM the deals with China and TXN seem to provide a clue for greater growth. But we have seen these in the past and things have changed so many times that trusting the chinese to follow thru on their commitments is far from certain. And if there is no follow thur then I have seen posts on this thread claiming that China was not figured into the price of QCOM. Of course other investors had figures China into the price and they start selling and QCOM starts going downhill. Now with China back in the picture again, the price has started climbing. However from what I have been able to read, it doesnt look like QCOM will genertae any revenue for a year and will in fact be spending money to set up infrastructure in China. And we know one year is a long time for the chinese to change their mind 4 times over. So for now I am going to stick to what I consider 'low valaution' stocks and will probably get into higher valued stocks once it is clear that the market is out of a downtrend and uncertainty maybe by the end of Q1 2001.

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