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

To: surfbaron who wrote (124980)	11/1/2002 9:03:48 AM
From: Stock Farmer	Read Replies (1) \| Respond to of 152472

John: how much of Q's current valuation has China built in. I don't know. But at $35 a share and earning less than a buck a share and growing not much... but needing to grow at something like 15% per year for the next few decades... seems there's a lot of growth built into the share price. And when queried about where all this growth is going to come from the big fat finger keeps getting pointed to China. Personally I have a fair price closer to $20 than $30. The current strength is a question mark. For me. So I am watching and commenting on what I see to be possible substantive differences between my estimate of value and the rest of the market. I've been wrong before. Regards, John