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

To: marginmike who wrote (107506)	10/25/2001 10:19:09 PM
From: golfinvestor	Read Replies (1) \| Respond to of 152472

<I think Qcom is about the best company on Nazdaq> That I believe, with the exception of a few here (Rajala and chojiro to name a few), we can agree on. Rally until December, I hope your right M2. I sure wouldn't mind a few pull backs to pick up some more shares on the cheap. :-) Golf

To: marginmike who wrote (107506)	10/25/2001 10:26:09 PM
From: Robin Plunder	Read Replies (1) \| Respond to of 152472

Are the Bulls back? What is the quillionaire count...18,181 shares? Osama Bin Laden on his Q investments: "I had my quillions until recently when those dirty Qapitalists removed my earthly property. Now I am stuck in this qold, unqomfortable qave eating qamel qurry and sitting on my frozen assets. They even disconnected my globalstar phone. But I will have the last laugh when my angel suit comes fitted with Wingcast..." Where is Lindybull? Robin

To: marginmike who wrote (107506)	10/26/2001 11:31:34 AM
From: H. Bradley Toland, Jr.	Read Replies (1) \| Respond to of 152472

Marginmike, I believe the Q is going to have nothing but good Qtrs from now until sometime in 2006, at a minimum. The Q's p/e should command a premium for at least the next 4 years, barring unforeseen new competition. In the long run, if the Q's growth rate is around 40%, compounded annually, a 70 multiple is reasonable today. Problem is, in this kind of environment, it may sell down to 25 times earnings--just buy more. It's my opinion, gut feel, the Q is going to grow a lot under any macro economic scenario. (people want phones) I truly believe QCOM is one of those rare companies that will sell at premium for a long time, like WalMart, Microsoft, Intel, Cisco, and IBM did in their heyday. regards, bt