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

To: Vitas who wrote (71718)	3/11/2001 12:22:07 PM
From: marginmike	Read Replies (1) \| Respond to of 99985

Dont believe everything you read. Qcom's PE on 2001 estimates is around 40, and MGMT has said they have a strong book to bill, good visibility. Every suplier of CDMA said that the segmant is outperformimg all other tech's in cell phones(RFMD,MOT,NOK). They underestimated royalties last quarter toboot so they will almost definetly beat their estimates. I am not saying to buy the stock, or a 40PE is a good deal just that the 400PE is wrong and was a result of the GSTRF write down. They will make at least 1.20 this year. That assumes no new growth in CHINER.