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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Grantcw who wrote (14571)1/8/2000 7:00:00 PM
From: Mike Buckley  Read Replies (1) of 54805
 
cw,

Good point.

At what point does QCOM lose its risk/reward valuation in the thread's eyes a la CSCO, INTC, and MSFT? Is it not a valuation issue at all?

Valuation is immensely important. The issue is that the market has an historical tendency to undervalue Gorillas, especially young Gorillas which is what Qualcomm is.

For me, the biggest issue about comparing Qualcomm to the other three is understanding the size of their respective markets. I have no idea how large Qualcomm's market might be ten years from now, though I suspect it has the reasonable possibility of dwarfing the markets of the other three. Until I have a better handle on that, I'm not planning on changing my fundamental thinking about the stock's price.

And don't forget the possibility of tornados forming in new markets for Qualcomm, such as HDR and digital cinema. It's my belief that the potential of those markets is not included in the current price of the stock.

--Mike Buckley
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