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

To: Voltaire who wrote (50474)	11/16/1999 8:16:00 PM
From: MKB	Respond to of 152472

Voltaire, Do you mind if you elaborate on your calculation method here? How is this formula obtained? How did it fare in the past? Just curious. Thanks, MKB

To: Voltaire who wrote (50474)	11/16/1999 8:26:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 152472

V, Do you really think Q's market cap next year ($450B) will exceed MSFT's or GE's current Market cap!? I know, I am here to throw cold water on your party, but it is refreshing, sort of like jumping in a cold pool, kind of wakes you up! <gg> Regards, MileHigh

To: Voltaire who wrote (50474)	11/16/1999 8:36:00 PM
From: Voltaire	Respond to of 152472

S.S. X Psy. Value + Bonus divided by Time X Scarcity. As applied to a Power Plant and the clean up and purchase of such. Or SS = Similar Situation X Psychology ( how bad do they want to get back in business) + Bonus ( how many times normal pay) divided by Time ( and time is blocked off in frames ) X Scarcity of workers That is it. All I will say. If I am 80% correct I will be pleased! been laughed at enough. V

To: Voltaire who wrote (50474)	11/16/1999 10:12:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 152472

How can QCOM be valued more then GE and MSFT? Someone is going to ask that. That's today. But you see, the market is not static. GE has gone up about 30% this year. let say the best company on the planted only does 20% through 2003. Just to use round numbers GE cap is 450 now, so in four years time GE cap doubles. If one looks at it in those terms maybe QCOM can have that 2,800 price by the end of 2003. I love new math. LOL, greg

To: Voltaire who wrote (50474)	11/17/1999 4:04:00 PM
From: jakers12	Read Replies (3) \| Respond to of 152472

V- As mentioned on yahoo msg board, it is a fair rule of thumb that the growth in subscribers of CDMA is the same in the growth in the EPS for QCOM. For instance, between June and Sept 1999, the number of subscribers using CDMA (either SPrint in USA or Samsung in Korea/Japan) grew by 22%. In the exact same quarter, QCOMS EPS grew from 75c/share to 91c/share or by 21%. QCOM stated in their year ending conference call to analysis they expect gain 70 Million new subscribers in 2000. A 25% growth rate per quarter would account for 59 M new users. Ok, so let's use a 25% growth model, how will their EPS be??? QCOM: EPS (%growth), Subs (%growth) dec 97: .29 () 7.8M mar 98: .13 (-55%) 9.2M (18%) jun 98: .17 (31%) 12.1M (32%) sep 98: .27 (59%) 16.0M (32%) dec 98: .32 (19%) 23.0M (44%) mar 99: .41 (28%) 28.5M (24%) jun 99: .75 (83%) 33.6M (18%) sep 99: .91 (21%) 41.0M (22%) dec 99 1.14 (25%) 51.2M mar 00 1.42 63.7M jun 00 1.78 80.0M sep 00 2.23 100.0M ---- yr00:EPS 6.57 However, the $6.57 EPS does not include the LOSS QCOM has of 18c/share PER quarter for their handset division. QCOM have public stated that they will announce the sale of this division by 1999 end. There it is reasonable to add 184 = 72c/share to 6.57. Therefore, fiscal 2000 QCOM could reach $7.29 EPS. i will assume that QCOM will hold onto it's 90 PE. 90 7.29 = $650. Therefore i expect QCOM to reach $650/share fiscal year end and $700/share calendar year end 2000 -jakers.