Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 176.67

+1.6%

Nov 12 3:59 PM EST

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To: Maurice Winn who wrote (103558)	9/2/2001 9:08:40 AM
From: Jack Bridges	Read Replies (1) of 152472

Tut, tut, Maurice. Inflation is a neutral factor in John's evaluation- it will affect all great companies equally. One item he misses, however, is the depth-breadth-quality of Q's R&D/patent portfolio versus other great companies/technologies. Over time, the results of this zero basis asset will be reflected in singularly superior stock valuation. I bought Disney in 1954, partly in belief that its growing film library, written of against current revenue, was massively undervalued. I recall Dr. I.J. saying a couple years ago that there are things still in development that were started many years ago. Who would care to venture a valuation for all that pent up technology? Incidentally, golf is another of the truly mass markets for billions of mini-chips. For 200 years, no one has found an answer to speeding up play by the simple expedient of going directly to a potentially lost ball.

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