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

To: SKIP PAUL who wrote (117730)	4/30/2002 11:26:18 PM
From: marginmike	Read Replies (3) \| Respond to of 152472

The one factor many here forget is that ASP's will decline as sales increase. IE is ASP decline 10% and sales grow 30% there is only a net 20% increase. Also that growth may be massive but it will happen over the next 10 years anualized at 30% a year that would put a 300% increase in earnings, or about 4 dollars a share(assuming no dilution, a bad assumption). At 2.8-3.4 billion in earnings Qcom would be a massive force. I am not denieying this, but as Qcom gets bigger the growth will be tougher, and Others will start competing in Chipsets as well.