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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: nbfm who wrote (1092)7/18/2000 11:01:12 AM
From: llwk7051@aol.com  Respond to of 197642
 
nbfm, The research report was based on press releases from qcom. The analyst did not contact the company. This is probably due to quite period. Also of interest, he valued chip business at $48 per share. He only valued royalty business at $25 per share. He did not add anything for other businesses. Seems to be focusing on near term earnings out look because of Korea. He does have long term buy rating and thinks royalty business could increase in value if 3g were to ramp up more aggressively. Seems like a very conservative approach to me.
Robert



To: nbfm who wrote (1092)7/18/2000 12:14:57 PM
From: John Carragher  Read Replies (1) | Respond to of 197642
 
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