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

To: Anthony who wrote (125260)	11/8/2002 2:17:32 PM
From: marginmike	Respond to of 152472

I think a long Qcom short SMH, or picking several P/c centric chip stocks is an interesting hedge. Qcom is cheaper and has a better balance sheet and growth then many chip stocks

To: Anthony who wrote (125260)	11/9/2002 12:39:50 AM
From: Uncle Frank	Respond to of 152472

>> I just can not understand how our Q going forward is any worser than Intel and CSCO and it seems these two stock defy gravity and our Q is not. It just seems that way because intc and csco have done better over the last week. Qcom outperforms them handily on the 3 and 6 month charts. finance.yahoo.com uf

To: Anthony who wrote (125260)	11/9/2002 8:54:01 AM
From: hueyone	Read Replies (1) \| Respond to of 152472

I just can not understand how our Q going forward is any worser than Intel and CSCO and it seems these two stock defy gravity and our Q is not. In what respect are those companies defying gravity and the Q not? With regard to a couple of traditional valuation measures, Price to sales and TTM PE, Q appears to be defying gravity more than the others. One could argue that expectations for decent growth for Q going forward is already built into the price and then some. P/S TTM PE QCOM 8.93 79.41 INTC 4.59 48.53 CSCO 4.66 33.38