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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: jbe who wrote (48708)	5/1/2000 12:05:00 AM
From: marginmike	Respond to of 99985

Qcom will see 200 within a year. Their sales numbers are weakere because the exited their highest Revenue generating business, which were manufacturing handsets. However this business was making 5-10% margins at best. The remaining Business should have close to 50% Margins. Qcom should make over a Billion dollars in Earnings, and growth should be at least 40% a year. Their growth rate is directly proportinate to the Number of new CDMA subscriber with ASP's subtracted. This is very clear income stream and worth a fair premium(ala CSCO). As the overall market goes so will QCOM, however come three years from now Qcom will be right next to CSCO, as one of the top 5 market capatilized co's in the USA. They have so many tricks to come this year that it should even start expanding earnings more then in the past.