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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated -- Ignore unavailable to you. Want to Upgrade?

To: straight life who wrote (252)	11/2/2003 1:29:45 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 2955

Straight Life, Re QCOM, Lehman, 35% CAGR- Thanks for sharing Tim Luke’s take. I see he’s got a 35PE on his 04 EPS. Does his complete report show his long term growth rate for Qualcomm, and if so could you post that also? Regarding the 37% CAGR, I believe that info was presented in the Spring Meeting and referred to revenue growth over the last 10 years, not the future. As you say, most analysts are cautious on the Q for 2004. Even the Q in recent presentations has taken a cautious tone IMO, referring to 2004 as a “transition” year. These next two week should prove “interesting” jim