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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (40295)9/9/1999 9:32:00 PM
From: jackmore  Read Replies (1) | Respond to of 152472
 
GM,

Re: My understanding is that the PE is based on earnings, not revenues.

Of course, but its hard to sustain bottom line growth without top line growth. Your point on low handset margins is well taken. Maybe the rumors about selling the division have some truth. Maybe Q goes to an Intel type business model in ASICs, and we see MOT et al becoming the "boxmakers' of the wireless handset business. Pure speculation, of course.

jack


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