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

To: Art Bechhoefer who wrote (106975)10/14/2001 9:44:29 PM
From: Robin Plunder  Respond to of 152472
 
Art, I think you are right, although it is interesting that the PE for intc and csco is not very different from qcom at the moment. I wonder if their pe will go down, or qcom's will go up?

I like the news from Korea on 1x sales, ie, the fact that the majority of the sales are for replacement phones. A very strong replacement market in the US could really help qcom beat estimates next year, and perhaps gain recognition that they have a unique product capable of generating high margins.

Robin



To: Art Bechhoefer who wrote (106975)10/14/2001 11:03:20 PM
From: J Langholtz  Read Replies (2) | Respond to of 152472
 
Art: You've really changed your tune with qualcomm lately - what gives? Just a couple of weeks ago you where seriously negative.

jwl


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