The New Qualcomm - a S&P500 company Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 178.63

-1.3%

Oct 29 3:59 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: carranza2 who wrote (13532)	9/1/2000 12:21:14 PM
From: llwk7051@aol.com	Read Replies (1) of 13582

Carranza2, The problem with financial types is we over analyze. A better way to look at it in my opinion is to make your best estimate of wireless growth over that period. Next make your prediction on what percent of the market that will use Qualcomm technology. Now look at the current number of subscribers that use qcom technology. With the above numbers you can make your own estimate as to growth over the period. For example assume the first number is 30% per year. Next predict 60% for qcom. You get the idea. Not very precise, but gives you the idea. My personal guess is qcom should support about a 500 billion market cap in 4 to 5 years. This includes the value of spinco. The hazards are many. Slow roll out of 3g, slower growth, price declines etc. Hope this helps. I apologize for reviving this tread. I actually posted to wrong one earlier this week. Guess everyone needed another thread to read. I am heading out for a week. Hope everyone has a nice labor day. Robert

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next