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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: JohnG who wrote (49145)	12/9/2005 3:35:25 PM
From: carranza2	Read Replies (2) \| Respond to of 196568

Do you think we'll make up .18 in earnings over next year's estimated GAAP? That's a lot, but if 3G takes off like we think it will, not out of the question. Unfortunately, doing so would simply put us back where we started from. It's a shame that we're paying this price for accounting transparency at the same time we should be ramping up the stock price to account for 3G take-up. I suppose no one wanted to take the bitter pill way back then.

To: JohnG who wrote (49145)	12/9/2005 3:36:55 PM
From: 100cfm	Respond to of 196568

Notice that the Yahoo number is based on only 13 analysts vs the normal avg of 30 analysts. One of the 13 analysts on yahoo is at $1.98! Which skews the avg number to the upside. That avg estimate will come down as Yahoo catches up with all the analysts estimates. Even though personaly I feel Q should earn over $2/shr in 07. But I doubt Q can deliver that kind of growth. There will be something that comes up to dilute earnings. Either more dilutive aquisitions or another significant increase in expenses or a legal loss that will lead to a royalty comprimise and etc. PS: We should be at 52+++ right now.