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

To: Art Bechhoefer who wrote (111041)	1/16/2002 6:59:01 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 152472

Fundamental analysis should include more than just the fact that their earnings may be of good quality. The company can be good and the stock can still be overvalued. QCOM is a growth stock and I expect it to have some premium built into it. I think that 10X revenues for a market cap is a reasonable number for a sound growth stock. As far as whether I should be looking at TA or FA, I look at both. But if a stock is breaking down on the chart, it tells me that there may be some fundamental news out there that I do not know. I made this post when it was at $52 a couple of weeks ago. Should I have been using FA in my decision to go long or short then? Jan 4 "QCOM is looking less than chipper lately" Message 16864538 Also, macro economic conditions are very much a part of fundamental analysis. As are political conditions. The fact that China has been creating their own telecom bubble (which includes mobile wireless) should worry anyone who is counting on China as a key part of their growth. The fact that China has made it clear that they would jump in on Pakistan's side if there is an altercation with India, should also be of concern. If China ends up on the other side of hostilities from the U.S., it will not be good for trade. The GSM-GPRS vs. CDMA issue should also be of concern. If there is a prevalence of GSM networks that are installed today, it will be very difficult to unseat that infrastructure. The whole 2G, 2.5G, 3G issue is another fundamental issue that should be of concern. Everyone is pushing for 3G to be installed tomorrow before the service providers can recoup their costs on their existing infrastructure. I promise you that this is a major factor in the decision of when to upgrade infrastructure. (Did I see some references to 4G recently?)