Qualcomm Moderated Thread - please read rules before posting Message Board

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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 163.88

-0.4%

11:33 AM EST

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To: FedWatcher who wrote (8941)	3/22/2001 3:20:35 PM
From: tradeyourstocks	Read Replies (1) of 197218

Some defense! With PE above 40 the growth of 20-25% does not look good... Lehman was probably talking about this year's growth rate which was the last guidance QCOM gave. If you look at the FY2001 estimates that have been in place for quite some time, you'll see where the 20-25% is coming from. Even though that's not the 50% we were all hoping for a year ago, it's not bad for a "transitional year". 3G as well as new markets will be the main drivers for accelerated growth. Until schedules become clear, I don't blame QCOM management for not guiding higher. OTOH, I would like to see management make an effort to be more precise in their comments. RS is usually right on, but IJ likes to mumble all over the place. MicroE

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