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

To: John Hauser who wrote (58821)	1/2/2000 12:11:00 PM
From: r.edwards	Respond to of 152472

Mr. Hauser, Thankyou for gracing this thread with your opinion and concern regarding Earnings and Valuation. These are just things I've hobbled together. Things to remember. "We may well be closer to the beginning that to the end.Spend 20 minutes at this link on Q's HDR netcastinc.com DYNAMIICS GROWING FOR Massive UP UPSIDE 1 SPLIT 2 CDMA China 3 MM taking last opt to cover& position >>>>>>>> Qcom will make approximately $5.00 EPS in this current FY, which would put qcom at 93PE of FY00 Earnings (based on 80 to 90 mil new cdma subcriber units sold) NOK earnings this year - ? NOK would need to generate $2.15 EPS or a 73% increase during the same period to have a similar 93 pe. I am not knocking NOK as they are a world class mfg of handsets, Q's operating margins will be substantially higher than NOK's." "Within the next few years (it is my opinion) that we will see 200 to 300 million new cdma subscriber units sold on an annual basis. Q's future earnings will grow with cdma growth. $12.00 to $15.00 eps ($2.4 to $3 billion in earnings) is within reach for qcom over the next 3 to 4 years."