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

To: Art Bechhoefer who wrote (123724)	9/2/2002 12:59:38 PM
From: limtex	Respond to of 152472

AB great article by John C Dvorjack in Sep 17 edition of PC Magazine. Say there is no recovery in the tech businesses. What business will invest in this climate. I think he's right. Take a look. Best, L

To: Art Bechhoefer who wrote (123724)	9/2/2002 1:32:24 PM
From: marginmike	Read Replies (1) \| Respond to of 152472

ARt the % allocated to stocks vs bonds was skewed, and now its returning to where it should be which is 60/40. Also Baby boomers will start increasing Bond % here as we get closer to their retirement. The outflow is simply a reverse of the over exuberence in inflows in 90's

To: Art Bechhoefer who wrote (123724)	9/2/2002 2:15:23 PM
From: alburk	Read Replies (3) \| Respond to of 152472

Art How would you justify a 12 to 18 month price target of 60? Analysts with targets like that seem to rely on past multiples which IMHO are clearly irrelevant, misleading, and a complete copout. IMHO QCOM is not undervalued here. But also IMHO it's a great LTBH if purchased at a reasonable price. I think that price is closer to 20 than 30. I have a hard time envisioning earnings and cashflow that support 60. What do you see out there that I am missing?