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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 173.82+1.3%3:10 PM EST

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To: Stu R who wrote (3542)11/23/1999 11:58:00 PM
From: Wyätt Gwyön  Read Replies (1) of 13582
 
Do you know what companies are included in the fabless chip model?
try xilinx; also, keep in mind that qcom is not just making chips, but collecting royalties as well. when your gross margins close to 100% on a significant portion of total revs, high price to sales is deserved. there may not be another co. out there today with a really comparable model
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