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: Boplicity who wrote (46001)	10/24/1999 11:29:00 PM
From: MileHigh	Read Replies (1) of 152472

I know all about optical networking being hot. It was a valuation call on my part. JDSU trading at around 86X '01 Est. and Q trading well under that level, even under it's growth rate, it can be argued. Does that mean Q will outperform? No. Does it mean JDSU will under perform? No. Just a valuation call on my part. JDSU is a great company, so is Q. Q trades at a discount to the industry and is in the drivers seat as well. Happy Hunting! MileHigh

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