Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Don Edgerton who wrote (39403)	9/1/1999 8:48:00 PM
From: CRay33	Read Replies (2) of 152472

QCOM receives higher royalties in many cases for CDMA handsets which do not contain a QCOM chipset (i.e. MOT). MOT has not started selling CDMA chipsets, and your right, the MER model ALREADY has QCOM chipset market share falling from 90 to 50% in 2003, and assumes only 15% growth (grossly underestimated since it is averaging over 80%). This is a very conservative model in my opinion, and one which still estimates 35% EPS growth per year over 5 years. At +$4 per share in 2000 - this is still a great investment at these levels. A P/E in the mid-40's for a company who's technology is poised to dominate wireless! Todays action means nothing to me. I am holding this for at least 3+ years. I'd buy more, except that QCOM is already 40% of my holdings (although only started out at 10%).

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