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


To: Keith Feral who wrote (95611)3/12/2001 11:49:30 AM
From: The Verve  Read Replies (2) | Respond to of 152472
 
When you consider the fact that the CDMA market base will grow 10 fold in the next five year's, I feel great about the visibility.

Keith,

Are you referencing a source that predicts 10 fold growth in 5 years? Where'd you get that number?

TIA

Verve



To: Keith Feral who wrote (95611)3/12/2001 12:23:53 PM
From: arun gera  Read Replies (1) | Respond to of 152472
 
Qualcomm's $1 billion in royalties a year is like $20 billion in sales at 5 percent margin for a regular manufacturing company. So. Qualcomm is effectively selling at 1.5 sales.

Arun



To: Keith Feral who wrote (95611)3/12/2001 12:38:54 PM
From: Labrador  Respond to of 152472
 
That's why qcom commands at 35+ P/E.