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Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: Art Bechhoefer who wrote (204)	7/26/1999 11:37:00 AM
From: Ramsey Su	Read Replies (7) of 13582

Art, I opine that part of the reason why QC took such a huge jump this year was how wall street totally missed the boat in terms of valuation. Looking forward, I am not sure if they have adequately adjusted QC's value. I am not debating the merits of the reports by Synder (H&Q), Cena or Cabi. What I see missing right now is a "sum of its parts" type analysis. While the concentration on growth rate are focused on ASICs, handsets etc., not much on the different components that could be huge. As pointed out in earlier posts by others, QC has equity interest in LWIN and G*. There is also WK. How about Nextwave? Does QC still have equity interest? The biggie of course is 3G. What percentage can QC capture of this potentially huge pie? Right now, concensus 3-5 years growth rate is still in the low 30s. Could wall street be valuing QC with none of the aformentioned factored in? Ramsey

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