Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: chic_hearne who wrote (85234)	3/25/2001 6:44:37 PM
From: sammaster	Read Replies (2) \| Respond to of 436258

and the 3G buildout is indefinately delayed with telcos and others finding it harder to get easy funding

To: chic_hearne who wrote (85234)	3/25/2001 7:33:48 PM
From: marginmike	Read Replies (2) \| Respond to of 436258

AS with MSFT the revenues are not the issue but the Earnings. They maintain 87% margins in their IPR's and 40-50% in chips. Qcom must be valued on Earnings not revenues. Weve had this discusion before. Qcom will outperform Nazdaq for 2 reasons 1)tHEY HAVE MUCH BETTER VISABILITY THEN ALMOST ANYONE 2) They have a huge growth potential within the Mobile Biz even if the overall Subs growth slow dramaticly because of the switch from GSM to CDMA and from 2G CDMA to 2.5 and 3G. They are sitting at a product switchover the likes of havnt been seen since windows 98. At 35-40 Id buy Q and put it away for 10 years, and will beat S&P handily.