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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.90-1.3%Nov 7 9:30 AM EST
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To: Wyätt Gwyön who wrote (111872)1/30/2002 1:03:17 AM
From: SKIP PAUL  Read Replies (2) of 152472
 
You are mixing up discount rate with expected returns.

The discount rate is meant to benchmark returns versus competing returns and set fair value for the targeted investment in the current environment.

Since I consider QCOM’s fair value to be $80 based on a 9% discount, 25% CAGR over 5 years and 1.5 PEG. I expect 100% capital appreciation just to get to fair value. Yes I do expect explosive growth in the wireless internet business but for valuation purposes I am not willing to pay for more than 25% growth.
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