Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 171.51

+0.4%

3:59 PM EST

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To: Wyätt Gwyön who wrote (111886)	1/30/2002 9:22:32 AM
From: Jordan Levitt	Read Replies (1) of 152472

<<MSFT, for instance, only has operating margins of about 40%. QCOM may have a great business model, but it ain't no Microsoft. i would consider 30% margins to be an excellent figure to shoot for>> Whether or not QCOM "ain't no Microsoft" can be debated, for we will not resolve this part of the debate until one of us is proven wrong. As for the potential operating margins, QTL runs currently at over 90%. If one believes that this will be the predominant source of revenue for QCOM, then quite high operating margins are likely. Remember, MSFT has a unit cost (albeit a fairly low one), where royalty revenue does not.

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