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

To: marginmike who wrote (100426)6/14/2001 6:10:20 PM
From: Jon Koplik  Read Replies (2) | Respond to of 152472
 
The economy sucks, but ... buy gold, because of all the huge demand pressures pushing all commodities to stratospheric heights.

Isn't that what some people are saying right now ?

Jon.



To: marginmike who wrote (100426)6/14/2001 6:13:48 PM
From: Jon Koplik  Read Replies (1) | Respond to of 152472
 
The economy sucks, lowering interest rates, driving all calculations for fair prices for securities (both stocks and bonds) HIGHER.

A P/E ratio for Qualcomm (right now) of about 50 implies a 2% "earnings yield."

T-bills are paying around 3.75% now (down from 6% -- less than a year ago, I believe).

QCOM's 2% earnings yield is safe (in my opinion), and can reasonably be expected to be sharply higher within two years.

Jon.


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