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

To: R. Ramesh who wrote (57483)	12/29/1999 11:19:00 AM
From: DWB	Read Replies (1) \| Respond to of 152472

R., I would think that with a $20 Billion dollar royalty income stream, you'd see an ASIC based company with a PE slightly north of 50. What's Intel's PE? Don't most ASIC companies trade around 100? What's a monstrous Gorilla worth in terms of PE premium? As you say, you're probably conservative, especially since it doesn't factor in any value for Digital Cinema, Omnitracks, or whatever else the Q has going on in 10 years. DWB Q10K/Y2K+5 <---- everyone can say you heard it here first...