Gorilla and King Portfolio Candidates Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Mike Buckley who wrote (1798)	5/8/1999 11:51:00 AM
From: Jean M. Gauthier	Read Replies (2) of 54805

Hi people. At Qualcom' sprice of 216, I think that sucker is much more highly valued than cisco, by any stretch of the imagination ! Cisco's advantages... 1- Cisco's IOS is a bit like Softy's OS lock 2- Web Sales & Support, so margins stay high & COS low. 3- Very high margins, what 65% + ? 4- Very High growth Sales/ profits... 5- Exploding market , I guess like CDMA/3G Qualcomm 6- fabless/construction-less, more of a software company.. Comments... ? Can someone explain why Qualcomm at 216 is a BUY , and not an overvalued "Royalty" play on CDMA ? I know their margins might increase TO 15-20%, big deal, compared to Intel's 58%+, or Cisco 65%+, or Mr Softy's 45-50%+ Take care jean

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next