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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: temco2 who wrote (93178)	7/18/2010 12:10:04 AM
From: Jacob Snyder	1 Recommendation Read Replies (1) of 196552

<companies which I can "take to the bank" for the next 10 years for long term capital appreciation and will perform better than QCOM for the next 10> Here's one, which I bought recently. It will probably be a LT holding: FSLR, First Solar: has developed a proprietary Cadmium-Telluride Thin-Film solar power technology, which makes it the low-cost producer in the industry. #1 in global market share, at 8.4% and increasing. PE = 18 = 129/7.05, using GAAP 2010 EPS estimates. That EPS is fairly certain, because FSLR is running at 100% capacity utilization, and has sold out all production through end-of-year. GAAP EPS: $0.07 2006 $2.03 2007 $4.24 2008 $7.53 2009 $7.05 2010 estimate 50% gross margins, best in the industry: Message 26564464 little debt, lots of cash: Message 26441811 Industry growth (measured in megawatt capacity of solar panels produced): 30-50%/year, historical and expected LT future. my rules for investing in the solar industry: Message 26495563 company website: investor.firstsolar.com It would be an interesting exercise, to compare the future prospects of QCOM and FSLR. disclosure: long QCOM at 36$, long FSLR at 105$ and 125$, all purchases this year

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