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

To: John Hauser who wrote (60099)	1/6/2000 2:34:00 PM
From: limtex	Read Replies (1) \| Respond to of 152472

JH - What am I missing here? I think it may be something to do with the earnings and growth projections. Check back around the 25th of the month ( another 19 days or so). The Q tends to produce nice surprises. The last quarter of the year is when quite a lot of mobile phones are sold and it is beginning to look like last year waas bigger ( much bigger ) than previous years. Best regards, L

To: John Hauser who wrote (60099)	1/6/2000 2:41:00 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

Everbody in the INDUSTRY knows MCOM is toast when 2.5G systems are developed. Keep touting your horn and when you least expect it somebody will stick a stock in it. As for your growth numbers please find alternate sources because they are incorrect.

To: John Hauser who wrote (60099)	1/6/2000 2:47:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 152472

to all, qcom's market cap is about $100 billion. invest that money in a tbond and you get a guaranteed return of $6.5 BILLION. starting today. that is 3400% more than qcom's current earnings. the interest on this interest is over 50% of qcom's expected earnings this year. here is the annual breakdown assuming 50% growth at q after the 300% expected this year (round numbers in millions): Yr /QCOM / Tbill 1 / $700 / $6,500 2 / $1,050 / $13,000 3 / $1,500 / $20,000 4 / $2,250 / $27,000 5 / $3,125 / $34,000 6 / $4,600 / $42,000 7 / $6,900 / $50,000 8 / $10,400 / $59,000 9 / $15,200 / $68,000 10/ $23,000 / $78,000 those are your alternatives. the cost of owning qcom the risk that 50% growth doesn't pan out for 10 years running, the risk that somebody develops better technology (things do change in 10 years, folks) and, even given the 50% growth for 10 years... you still are down $55 BILLION in cold GUARANTEED cash. to all the sand bulls that didn't sell at $200 like most of you did: sorry if i removed your head out of the sand long enough to get a sunburn. ;-)

To: John Hauser who wrote (60099)	1/6/2000 5:15:00 PM
From: Tunica Albuginea	Respond to of 152472

John Hauser, I remember you peddling Dell on the AOL thread a year ago at $47/ share. I told you then that boxmakers are going to have to go on a slimming diet. You are now back here peddling Dell again at $48/share. I guess I need to start my explanation again. From the beginning. Nothing apparently that I said has registered with you, :-) TA Message #60101 from John Hauser at Jan 6 2000 2:25PM Dell Computer EPS Growth Last 5 Years 70.0 % This Year (Jan 00) 39.3 % Next Year (Jan 01) 39.5 % Next 5 Years 34.2 % P/E 82.41 Return on Assets 20.61% -- Return on Equity 56.06% QCOM EPS Growth Last 5 Years 62.0 % This Year (Jan 00) 52.6 % Next Year (Jan 01) 24.7 % Next 5 Years 35.2 % P/E 564.76 Return on Assets 6.50% -- Return on Equity 13.70% What am I missing here? JH p.s. MCOM! (it actually works)