Qualcomm Incorporated (QCOM) 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 : Qualcomm Incorporated (QCOM)

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: cfoe who wrote (101696)	7/14/2001 2:12:27 AM
From: tradeyourstocks	Read Replies (1) of 152472

I agree with your comments on valuation but I disagree with your views on QCOM-NOK deal. IMO, the market used the lack of a NOK 3G license to assign a risk to the QCOM investment thesis. Now that the NOK risk has been removed, QCOM should be valued higher. NOK's prospects for next quarter and even next year are irrelevant. I think even most analysts understand that QCOM's upgrade cycle is very different from NOK's. Once the market realizes that 1x and 1xev are 3G and that they are not delayed for 5 years, the "3G Delay" risk will also be removed. MicroE

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next