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


To: William Hunt who wrote (54920)12/18/1999 12:08:00 PM
From: MileHigh  Respond to of 152472
 
Bill,

I would love to discuss Q financial picture with you,
although I am in Chicago now and do not have the proper
info on front of me to add to your comments. But a few comments:

1. I thought the handset biz was a money loser but not
40 million a year, bicbw...
2. Plus I do not see how Q will earn anything less than
$5.00 this FY 9/00.
3. I have forecasted EPS growth @ 50% per year or approx. 11%
Qtr-Over-Qtr growth, then plugged in a few PE's.

So what do we have?

We are plugging along nicely, probably not "undervalued" anymore.
The model can not and does not take into
consideration HDR and other new products contributing to
EPS growth.

Any thoughts from the thread?!

Est Est Est Est Est Est Est Est Est Est Est Est
Actual 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ 11% QOQ
Sep-99 Dec-99 Mar-00 Jun-00 Sep-00 Dec-00 Mar 01 Jun 01 Sept 01 Dec 01 Mar 02 Sep 02 Dec 02
$0.96 $1.07 $1.18 $1.31 $1.46 $1.62 $1.80 $1.99 $2.21 $2.46 $2.73 $3.03 $3.36
Rolling 4 Qtr $4.52 $5.02 $5.57 $6.18 $6.86 $7.62 $8.46 $9.39 $10.42 $11.57
Cummulative

Projected Stock Price 50X FY '00 $250.93 50X FY '01 $380.94
65X FY '00 $326.21 65X FY '01 $495.22
80X FY '00 $401.50 80X FY '01 $609.50