SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Boplicity who wrote (58267)12/30/1999 5:38:00 PM
From: LLCF  Read Replies (1) | Respond to of 152472
 
Well, the mother of all blowoffs this morning?? wow

DAK



To: Boplicity who wrote (58267)12/30/1999 5:58:00 PM
From: Chuzzlewit  Read Replies (2) | Respond to of 152472
 
Hi Greg,

I thought I made it clear in my post that these are risk benchmarks that I use, and the choice of the appropriate discount rate for the risk premium is subjective. The 6.5% base, however, should be universal. I used to work for a venture capital company who used a flat 30% risk premium for everything it touched.

Because my opinion was published on this thread without my prior consent, and since it is decidedly at odds with yesterday's published sell-side analysis, I thought I'd spell out my methods in detail. I have no position in QCOM (short or long), and have no axe to grind. I am simply pointing out that there are many solid growth companies whose prices seem to bear no relationship to their fundamentals as I see them.

I wish you all well.

CTC