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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
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To: A.J. Mullen who wrote (79252)7/27/2008 9:24:44 PM
From: SKIP PAUL  Read Replies (1) of 197156
 
Ashley,

I have set up a model on an excel worksheet which calculates the earnings growth rate needed for a stock to be competitive with a bond yielding 8%. the assumptions I use are as follows:

A)market cap of the stock in fifth year will be based on an earnings yield 2% higher than current earnings yield.
B)2.2% dilution per year

Number of handsets was more back of the envelope. I assumed 70% of earnings in yr 5 would be royalties based on 2% rate and asp of $200.
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