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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.09+1.8%Nov 28 9:30 AM EST
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To: bananawind who wrote (29901)5/12/1999 2:15:00 PM
From: quidditch  Read Replies (1) of 152472
 
Jim, thanks. I guess the questions, among others, would be:

-- sustainability of RATE of subscriber growth

--maintainability of ASIC (and handset) market share

--modeling handset (and thus ASIC) turnover (i.e., existing subscribers sticking with CDMA and purchasing "latest and greatest" new model sets

--maintainability of ASIC pricing and base on which royalties are calculated

Bottom line, if there is a trendline down in any of these (or others I'm not smart enough to dope out just now) from a cyclical uptrend in the next few quarters, what should be the imputed growth rate (i.e., PE multiple) and, discounting that, when should the new rate be reflected in share price multiples?

Any thoughts?

Regards. Steven
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