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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.43-0.8%3:59 PM EST

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To: 16yearcycle who wrote (65046)1/28/2000 6:33:00 PM
From: MileHigh  Read Replies (1) of 152472
 
Symbol Price 00 EPS 01 EPS 02 EPS Growth PE 01 PE 02 PEG 01 PEG 02
JDSU $196.00 $0.71 $1.08 $1.50 75 181.48 130.67 2.42 1.74
QCOM $110.25 $1.02 $1.34 $1.34 50 82.28 82.28 1.65 1.65

This is for reference. These estimates are from First Call
Reports I get via email. JDSU is rich but looks to grow
into their multiple, great company but richly valued.

Q carries a lower multiple but the "slump" comment has
placed their growth rate in question, thus the drop in
valuation. JDSU in CC says business is still exploding,
thus a higher multiple. (WS will pay up for certainty
and lower risk)

My only concern is market psychology. I just have this
feeling everything is going to get taken to the woodshed
for an extended period.

MileHigh
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