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


To: puzzlecraft who wrote (50453)11/16/1999 6:15:00 PM
From: ggamer  Read Replies (4) | Respond to of 152472
 
Sure there is always going to be competition from all sides trying to beat Q's business model. But if you go back in history big gorillas like INTC, MSFT, and CSCO have always been competing with other chimps for their turf. I am sure that QCOM will have to do the same with their technology.

Would it make you happy if there was an announcement of a three way agreement between QCOM, INTC, and MOT(or NOK) to streamline the future of wireless world. I really THINK this handset division sale announcement will surprise us all. I don't think it is going to be one of your normal sales. I think it will be a package deal that will set the standard straight and get rid of all the noise that we are hearing on a daily basis from the GSM, TDMA, and new technology fronts.
(The above statements are only my thoughts nothing more)

There has to be a very good reason for the high confidence of this company in splitting their stock 4 ways.

Comments ?

What we really need is a POWERful voice to come back and help us out in times like this. Where is he?

ggamer



To: puzzlecraft who wrote (50453)11/16/1999 6:55:00 PM
From: jakers12  Read Replies (2) | Respond to of 152472
 
>"Qcom to end the year 2000 at the same 700 price", this would be 2800 on the current stock.

$700 by 12/31/00, pre-split. $2800/share in 2003.

If you include 70M new subscribers over the next
four quarters & assume the EPS will grow along the
same percentage, you get $700/sh pre-split.

This assumes a 25% growth/quarter & maintaining a
90 PE. It's a fair assumption imho. HDR will
contribute to the bottom line in 2001.

-jakers.