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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (5699)	2/4/2003 5:42:20 PM
From: John Biddle	Read Replies (1) \| Respond to of 12229

QCOM has pulled clear of the herd of has-beens [Sun, Ericy, Lucent, Nortel, Wcom, Nextel, etc, etc, etc...]. THE BEST IS YET TO COME. Relatively, this is good performance, but what I really want to see is Q's value going up, not just beating others who are going down at a faster rate. When do you think the good news in the marketplace about Q and CDMA vs OTHER will result in increases in QCOM mkt value?

To: Maurice Winn who wrote (5699)	4/7/2004 6:58:45 AM
From: Maurice Winn	Respond to of 12229

Updating relative market capitalisations in this old Feb 2003 post with [Current value $bn]. What prompted my curiosity was Nokia's revaluation downwards in a big jump. Nokia is now not all that far ahead of QUALCOMM. A few of the biggies have gained, but not proportionately as much as QUALCOMM. =========================================================== Motorola $18 billion [$42bn]. QUALCOMM $29 billion [$55bn]. 7 October 2002 QUALCOMM achieved parity with Motorola. Now, only 4 months later, QCOM is $10bn bigger. That's 50% more. At $27bn [$50bn], Texas Instruments has fallen behind [after TXN being $25bn vs QCOM $23bn in October]. Nokia hanging in there at $67bn [$82bn] but just over double QCOM instead of being nearly 3x QCOM in October. Siemens is now only $35bn [$67bn], so the gap has closed a long way there. Sony $36bn [$39bn] is in sight too. What was once upon a mighty AT&T is now only $14bn [$16bn]. Ebay is doing nicely at $23bn [$48bn]. Whooops, the 20th century dwindles; General Motors $20bn [$27bn] Ford only $16bn [$26bn]. QCOM is now hunting big game: J P Morgan $46bn, [$85bn] Nokia $67bn,[$82bn] Cisco $95bn, [$169bn] Intel $103bn, [$184bn] Verizon $105bn, [$104bn] IBM $130bn, [$159bn] Citigroup $170bn, [$269bn] GE $229bn, [$321bn] Microsoft $259bn. [$278bn] QCOM has pulled clear of the herd of has-beens [Sun, Ericy, Lucent, Nortel, Wcom, Nextel, etc, etc, etc...]. ============================================================= QUALCOMM is now definitely in the big league having overtaken all but Nokia, Verizon/Vodafone and a few others in the telecommunications sphere. Mqurice