Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 138.47

-1.8%

3:59 PM EST

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To: Michael Allard who wrote (19)	9/23/1996 1:07:00 PM
From: kech	1 Recommendation Read Replies (1) of 152472

Michael - Thanks again for your Vegas phones calls and this insightful valuation. It has always struck me that people talk about the value of the stock in terms of CDMA applied to cellular and PCS but then try to value it based on current earnings (which is Omnitracs earnings minus R&D/Marketing for CDMA stuff plus a license fee now and then. They then gripe about it being overvalued compared to that earnings stream. Very strange, but these are the depths to which the alleged "value investor" will go in the name of sticking just to the "hard earnings". In this case, the hard earnings are a nice cushion but have nothing to do with what a true value investor should be looking at to value this company. The problem is there aren't many good indicators or "comparisions" to use to value the true characteristics of this company so one slips back to the current earnings track record. Anyway thanks for separating these issues and for the conference call info. Where did you hear it and what was the occassion for the conference call? Is it still available anywhere?

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