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 159.42

-1.2%

Jan 16 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jordan Levitt who wrote (111137)	1/18/2002 11:22:23 AM
From: Wyätt Gwyön	Read Replies (1) of 152472

Jordan, re: your bullish scenario, So let me ask you, what if [bullish scenario] in my best case scenario, if qcom grows earnings from a $1 base at 15% per year over the next decade, i see value in the mid-teens today (i.e., i would anticipate a 15% annual return from that level, assuming the decade-long 15% CAGR comes to pass). that includes the generous assumption that its pro forma earnings are "real". of course, 15% CAGR for the next decade would make QCOM a truly exceptional growth company--probably in the top 1% of the S&P500 if Warren Buffett is to be believed. whether that scenario is a realistic assumption for a company whose earnings have stagnated for a couple years remains to be seen. my "less than best case" scenarios project somewhat lower personal buy-price targets for me.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next