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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (9463)12/31/1999 8:50:00 AM
From: Madharry  Read Replies (1) of 78576
 
The question is what price a monopoly. which Qualcom pretty much is and INT is not. Qualcomm has always seemed too expensive for me. I own VARL as my way to participate in the wireless revolution. See the VARL thread if you are interested in learning more about this company. VARL has earnings and has around 75% of the market it participates in. Is the PE ratio high? Yes. But the company looks like it has years of earnings growth ahead of it and our tax structure heaps great rewards on those who can select long term growth stocks(see WEB) That is the difference between INT and Qualcomm. The cut off for comparing investments is not one year but rather 20-30.
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