Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: gc who wrote (39755)	9/4/1999 5:15:00 PM
From: 16yearcycle	Read Replies (1) of 152472

I think it is pretty clear that they will come in around .90 or a little higher. They said there was upside potential but it is limited. I think .87 is expected so I come up with .90. It's still 20% sequential growth and a pe run rate of less than 50. I don't see a problem with that at all. More number games. We are trading at a multiple of 45x expected q e x 4, (.90x4=3.60 3.60x 45 = 162).What might we expect if by November it looks like component shortages are resolved and we get a big xmas selling season, raising expectations for next q to 1.10+? Let's say the pe multiple re-expands a bit to 50, which I think it would with renewed enthusiasm. A 4.40 pace x 50 gets Q back up to 220 before year end.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next