Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 156.34

+1.4%

Jan 21 3:59 PM EST

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To: Kayaker who wrote (135147)	8/10/2004 9:49:19 PM
From: Kayaker	Read Replies (2) of 152472

I'm assuming "direct comp" is short for "direct competitor"? IDCC is attractively priced relative to direct comp QCOM and on an EVA/DCF basis. Shares are at fair value assuming sustained mid-teens revenue growth from C06 and 35% operating margin. High operating leverage license revenue model suggest room for upside to estimates. Management expects IDCC to conclude additional licenses during the year based on the company's vast patent portfolio of over 4K issued patents and applications. The company is targeting the broad range of companies selling CDMA solutions as well as emerging opportunities in the cellular and WLAN markets.--Ping Yu, Briefing.com

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