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

To: waverider who wrote (94939)3/1/2001 12:08:39 PM
From: Sawtooth  Read Replies (3) | Respond to of 152472
 
<<Look we need to really consider this EPS question and divorce ourselves from how cool QCOM's technology is. Of course it will do well, of course the build out will come...but what I am saying is that the optimism over the actual translation to earnings is farther off than most realize. All I see are people retreating into the ltb&h mentality and refusing to consider an adjustment...>>

Always a good question, Rick. I'm curious as to your calc of a reasonable value for Qcom?

Best.

.......VVVVVVVVVVV



To: waverider who wrote (94939)3/1/2001 1:22:52 PM
From: Lipko  Read Replies (1) | Respond to of 152472
 
Rick - did you take a look at the slides John G just put up? That's only the December '00 quarter. It looks pretty obvious that the buildout is coming and that shipments are running significantly ahead of projections. And again - that's only the past quarter. I'm beginning to believe that quarters over quarters are going to be considerably better than we imagined. Best, John


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