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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: slacker711 who wrote (53958)	5/3/2003 7:37:39 PM
From: Jim Mullens	Read Replies (1) of 54805

Slacker, You’re correct in the most of the “analysts” are in a “show me” mode as regards Qualcomm and that they are indeed awaiting traction in WCDMA before granting them any “slack”. Perhaps when we start to see 2 million in WCDMA handset sales per quarter we may be at the turning point. As far as the “analysts” being burned in the tch wreck, that's true also but I wouldn’t mind having Qualcomm even trading at NOK’s PEG of 1.55 (1.55 x 20 = 31PE x $1.40 = $43) or TXN’s PEG of 2.30 (2.30 x 20 = 46PE x $1.40 = $64). jim

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