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

To: cfoe who wrote (124463)	10/11/2002 12:53:36 PM
From: FactsOnly	Read Replies (2) \| Respond to of 152472

"The P/S for QCOM is a bit misleading" Thanks. I completely agree. That is the reason it is hard to judge the value of QCOM.

To: cfoe who wrote (124463)	10/12/2002 10:30:05 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 152472

"So one needs to adjust for the "sales" that generates that margin, which would lower the P/S ratio substantially. How to do that in an agreed upon way is the challenge." I have an idea...pretend that the e from licensing are being drawn from revs that produce the average operating margin for the rest of non licensing revenues. The e produced from licensing now, would have to come from revenues 2.8 billion higher per year. Qcom's ps ratio would be well under 5.