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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Apollo who wrote (15401)1/17/2000 4:07:00 PM
From: ratan lal  Read Replies (1) of 54805
 
Janitor

I loved your analysis of QCOM but your math threw me off.

E= S + R
E= Yearly EPS Growth
S= subscriber growth in percentage
R= replacement phones (30% of total subscribers)

E = $$
S = People
R = telephone (or People since telephones is % of people)

Mathematically $$ CANNOT = People

Similarly

T = A + (E)A
T = total phones sold in the year
A = new subscribers in the year and
E = EPS growth

A and A(E) cannot be added. Two different units. Its like adding 5 U.S dollars and 5 british pounds and saying we have 10 U.S. dollars or 10 british pounds.

Of course this could all be new math and I stopped learning 30 years back <gg>

ratan
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