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

To: JScurci who wrote (111092)	1/17/2002 3:13:59 PM
From: Jordan Levitt	Respond to of 152472

I enjoyed that !!!!!!!

To: JScurci who wrote (111092)	1/17/2002 3:17:30 PM
From: Jon Koplik	Respond to of 152472

John -- best post in the last 10,000 or so. Thanks. Jon.

To: JScurci who wrote (111092)	1/17/2002 3:24:17 PM
From: golfinvestor	Read Replies (2) \| Respond to of 152472

John, Please don't be a stranger. Great post. Lim, I suggest you read John's post at least twice. <ggg> Golf

To: JScurci who wrote (111092)	1/17/2002 3:37:51 PM
From: marginmike	Read Replies (3) \| Respond to of 152472

Nobody here is disbuting the benificial biz model Qcom has over Nok. Nor is anyone disbuting the competitive position of Qcom vis a vis the wireless industry. The question is what is a fair value for Qcom? When we purchased it back in the day we sold for less then 1X sales and 15-20 PE on forward earnings which was dirt cheap. Qcom also maintained 30-50% growth in revenues and earnings. Alas, Qcom now sports a 50-60PE with flat YOY growth, a pleathera of bad investements and a draging out of the 3G process. I do agree with your thoughts that Qcom is a buy when this thread gets antzy, but are we in the same murky trading range as 1997-1999? What is your arguement for valuation of Qcom, and is it a value at this price. The stock price is already assuming a 20% growth rate, at this point how much faster can Qcom grow? Regards MM

To: JScurci who wrote (111092)	1/17/2002 3:38:35 PM
From: Robin Plunder	Respond to of 152472

I guess you convinced 'em John....we're up 1.76 today.....:) Don't stop now! Robin

To: JScurci who wrote (111092)	1/17/2002 3:39:37 PM
From: Andrew N. Cothran	Respond to of 152472

Hey, JSCurci: Where the hell have you been. I know, I know. You have been down in New Zealand land taking lessons from you know who, right?

To: JScurci who wrote (111092)	1/17/2002 3:39:49 PM
From: Jeff Vayda	Respond to of 152472

J: As a long time member of this thread, by the powers vested in me by same, I hereby give you the customary response to the 'infrequent poster': Go Away! Oh wait; now that I have actually read your post, I see that you favor Qualcomm. Hmm, very interesting. You certainly break the mode of the 'infrequent poster'. Perhaps you should post more so that I am not so publicly confused! Thanks in advance, Jeff Vayda