Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 3:59 PM EST

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To: slacker711 who wrote (142706)	6/12/2006 5:45:52 PM
From: slacker711	Read Replies (3) of 152472

Just a random pessimistic thought that occurred to me on an ugly day....since Nokia's license expires in April, will Qualcomm's '07 guidance have to assume that the contract isnt extended? It would only be one quarter because of the lag, but because of Nokia's large WCDMA share, it will probably be worth more than 5 cents a share. On a slightly related note, I think Qualcomm might be approaching the valuation lows that they saw back in '02. I'm not sure that they ever had a forward PE below 20 back then. Of course, it is a different market now and Qualcomm is a more mature company, but OTOH nothing in this market/economy is nearly as ugly as it was back then. Slacker

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