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 175.25

+0.6%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: MileHigh who wrote (54068)	12/18/1999 9:46:00 AM
From: William Hunt	Read Replies (1) of 152472

MileHigh ---Some thoughts on "Q" price --Please correct the numbers if you see any corrections needed -- 1) "Q" estimated earnings as it stands now for the year 2000 are per S&P in the neighborhood of 3.85 cents per share 2)"Q" is looking to sell the handset division for 5 billion dollars ---the division currently losing 40 million per year which would be worth a .25 per share increase on 2000 year earnings when sold 3)"Q" will sell the handset division for 750 million to a billion dollars to NOkia -( under the assumption they will be heavily involved in building a CDMA network in Europe otherwise why sell to NOKIA?) 4) IF "Q" were to take the four billion they would lose by a partnership they should earn 10% on their money which would add 400 million to earnings thus increasing earnings for the year 2000 to the 7.00 per share range ( at todays price that would a 65 P/E ) 5) "Q" will take the partnership for expansion and growth purposes but will expect roalyties to be in the 400 million to 500 million otherwise why sell the handset division 6) with a P/E of 65 by next fall and HDR coming on the horizon "Q" should be at a fireside sale price BEST WISHES BILL PS Would really like your review to get a finacial feel of where we are headed

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next