Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.59

-3.9%

3:59 PM EST

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To: JMD who wrote (35476)	7/17/1999 2:44:00 PM
From: Mike Buckley	Read Replies (1) of 152472

Mike (JMD), You mentioned that the timing of my investment based on gorilla-game thinking might yield a higher net present value than for those who invested much earlier. I haven't seen any studies putting it in that context. The Gorilla Game authors discuss net present value relative to the competitive advantage period, but they don't make any quantitative assessments and they don't make any historical comparisons that I remember. It would be interesting, as an example, to determine the annualized rates of return of investments in Intel, Cisco, Microsoft and SAP. We could compare those values using two purchase dates -- one that is several years before gorilla-game criteria would dictate buying the stocks and the other being when gorilla-game thinking says it's best to buy. To make sure I haven't accidentally mislead anyone, the gorilla-game thinking about the timing of an initial investment has to do with risk/reward scenarios, not necessarily increasing the net present value of an investment. --Mike Buckley

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