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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.07-1.0%Nov 18 3:59 PM EST
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To: SKIP PAUL who wrote (28108)4/22/1999 3:54:00 PM
From: John Stichnoth  Read Replies (1) of 152472
 
At the risk of sounding flippant, your estimates may be too low.

5. Discount should be higher than 15%, in the present environment. It's higher than 15% for most companies.

4. PE of 30 in year 4 too low. Remember, it's a "gorilla" now, and gorillas receive a premium to market. Also, discounting out only 4 years might not be enough. CSCO's pricing discounts out to about 8 years (I've taken a similar approach with CSCO that you've done here).

Where did you get the assumptions for 3 2 and 1?
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