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


To: mightylakers who wrote (94915)3/1/2001 10:10:17 AM
From: waverider  Read Replies (1) | Respond to of 152472
 
>>>Why it didn't bother you when it was HDR at the end of 99?<<<

Because I was punch drunk.

>>>Will you have the same concern if NAZ is still at above 4000?<<<

I assume you meant to say "Would I"? So IF NAZ was still at 4000? Answer: Yes
OR WILL I be still concerned WHEN NAZ gets back to 4000?
Hmm...by that time, HDR should be coming to your dog's house.

>>>I understand this concern, but you don't have to make up the first two concerns to lead to this concern.<<<

What am I making up?
1. Dropped calls and lousy REGULAR cell service is an actual experience for me. Think I be lyin?
2. You really think in a reasonable time frame that we will be able to have streamless 144k wireless connections driving down the freeway from San Diego to Santa Barbara and not get frustrated over disconnects?

Come on. And the "reasonable time frame" I mention above means that visible and EXPLOSIVE EPS will be coming within 12 months. I don't think so.

Rick



To: mightylakers who wrote (94915)3/1/2001 10:15:15 AM
From: waverider  Respond to of 152472
 
And one more thing...

Doesn't it concern you in the least that the market is really telling you something about PE compression?

QCOM's forward PE is around 43 (for 2001)...assuming no "slump". That projected EPS gives us about a 20% growth rate. Let's not talke about G*. No the stock is not that expensive considering its potential...

But it sure as hell can get a lot cheaper.

Rick