SI
SI
discoversearch

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 165.03+1.0%Nov 24 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: sea_biscuit who wrote (117729)5/1/2002 12:06:54 AM
From: H. Bradley Toland, Jr.  Read Replies (1) of 152472
 
Dipy, the Q is undervalued because their technology is a disruptive technology; soon to displace all other systems (within about 5 years). As a result, they are going to make alot more money in the future than they do today.

But let's look at what they are making today--about 1 1/2 billion in free cash flow per year. Put a 25x on that and you come up with about today's price.

Is it worth 25x? I think so because disruptive technologies do not come along every day. I'm not sure how much more they are going to make in the near future, but I believe I'm going to be pleasantly surprised, soon.

regards,

bt
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext