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

QCOM 156.34

+1.4%

3:59 PM EST

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To: Jim Mullens who wrote (102707)	6/8/2011 4:40:20 PM
From: Art Bechhoefer	2 Recommendations Read Replies (3) of 197304

Jim -- if a 15% five year CAGR is “small potatoes” / “nothing to write home about” in your estimation…. What (approximately) would please you from QCOM over the next 5 years Earnings growth of 20% or more, year over year for the next five years would be acceptable and reminiscent of Intel back in the 1990s. This should be possible because Qualcomm has the most comprehensive set of patents that appear to be essential for wireless communications during the next five years. Incidentally, FWIW, if Qualcomm used its excess cash to buy back shares, it would approach 20% earnings increases, and would exceed the 20% rate if it chose to further reduce its cash by taking on some debt. Art

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