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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: SKIP PAUL who wrote (3520)	11/23/1999 2:05:00 PM
From: quidditch	Respond to of 13582

Slacker, SKIP is correct in his statements. Imho, it's a bit misleading not to use 194 million since, as was just pointed out, that is the number on which Q reported and will report (subject to further issuance of shares or securities exercisable, convertible or exchangeable for shares) EPS and which analysts use to judge YOY and sequential growth, notwithstanding changes in diluted shares outstanding in different periods (usually noted in the 10Q/K). That said, 387 seems to be the number that ties to Cena's market cap model, fully valuing Q for the revenue and earnings streams used by him. Until the handset division sale (for better or for worse), greater clarity in near term with regard to China, some other good news on ASIC sales and CDMA adoption, I'll take 387 for the time being. Steve