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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST
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To: R. Ramesh who wrote (57483)12/29/1999 11:19:00 AM
From: DWB  Read Replies (1) of 152472
 
R.,

I would think that with a $20 Billion dollar royalty income stream, you'd see an ASIC based company with a PE slightly north of 50. What's Intel's PE? Don't most ASIC companies trade around 100? What's a monstrous Gorilla worth in terms of PE premium?

As you say, you're probably conservative, especially since it doesn't factor in any value for Digital Cinema, Omnitracks, or whatever else the Q has going on in 10 years.

DWB
Q10K/Y2K+5 <---- everyone can say you heard it here first...
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