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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Wyätt Gwyön who wrote (49207)11/28/2001 4:52:41 PM
From: Caxton Rhodes  Read Replies (1) of 54805
 
Your numbers are out to lunch, cagr for wireless handsets conservative at 10%? You are nuts. By 2010 ever country of the world will have dominantly wireless phones, not to mention other wireless devices. The numbers you quote change dramtically using growth rates of 15 or 20%.

As far as the PE goes, a company that reaps money from royalties deserves a p/e a lot higher than 25, maybe 25 for the chip business..........not the royalty business.

As for Cosmo's comment on G*, imho G* is dead.

Caxton
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