Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.58

-0.2%

12:01 PM EST

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To: pyslent who wrote (111878)	1/30/2002 7:52:01 AM
From: kech	Read Replies (1) of 152472

That is great analysis pyslent - $125 in 2006. And that is roughly the same p/e in 2006 as coca-cola sports today --about 27. And they are really quite similar - both are sure things, franchises, no competition, no ongoing huge capital investments required to maintain the cash flow. Coke is only growing about 10% per year, but it is very certain. What makes the analysis interesting is that if Q is worth $125 in 2006, what is it worth at 2005? Would you pay $110? How about in 2004 - maybe $95? How about 2003 - maybe about $85? And in 2002 lets say $75. The Q, a Buffet stock for the 21st century! Gee- LTBH looks like fun again. Of course it could just stay at $43 until 2005 and then zoom to $125. But that is ok if you plan to wait until 2006 anyway.

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