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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 178.28-1.6%Dec 12 3:59 PM EST
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To: Caxton Rhodes who wrote (114714)2/28/2002 4:47:53 PM
From: Wyätt Gwyön  Read Replies (1) of 152472
 
Its all about new subs, replacement rates, and cracking the GSM market. Those are the numbers that have come down from 2000 and 2001 estimates

actually, if the options dilute EPS 10-20% per annum on an ongoing basis, that is a pretty strong headwind over the long haul. it is the cumulative effect i'd be concerned about. i wish we had a clear picture of what the ongoing dilution would be like. i have assumed only 3% ongoing, but perhaps it will be higher. even 3% is a huge hurdle in the long run imo.
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