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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.54-1.2%Nov 13 3:59 PM EST
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To: The_Net who wrote (92356)6/10/2010 4:09:43 PM
From: DanD2 Recommendations  Read Replies (2) of 196633
 
Here's a question for the board. Why would one buy AAPL instead of QCOM at the current valuations?

Because it's growing earnings and hording cash.

(Off the top of my head, $50 billion in cash. $13 per share in 2010.)

And just released a killer new product category that is outselling all its others.

Q's earnings growth has taken a breather. ASP's seem to be weakening, and the Euro is a big hit to royalties. No new products or categories are selling at all. (Except Snapdragon).

But I remain optimistic :)

Dan D.
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