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

To: limtex who wrote (19243)	12/7/1998 5:10:00 PM
From: Sawtooth	Respond to of 152472

Hi, Limtex. That's some creative writing; gives me the image of a sea turtle always returning to it's place of birth. I'd love to see an analysis of the turnover and the average holding period of the Q. Sometimes seems like the "investors" must have a small minority of the outstanding shares. Regards. ...Tim

To: limtex who wrote (19243)	12/7/1998 5:28:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 152472

Here's some comparative valuations. There simplistic in that they don't deal properly with things like offset calender years and don't include things like the fact that MSFT has some 15 bil+ in cash, but nonetheless illustrative. Price to Sales might be the most salient number because it doesn't have the drawbacks. Also seems to make the question of whether or not MSFT is a monopoly moot.. Trail P/E FY99 P/E Price/Sales LU 57 46 4.35 NOKA 41 30 5.2 ERICY 33 27 2.1 MOT 65 28 1.2 QCOM 34 19 1.1 MSFT 65 60 21 CSCO 64 53 13 DELL 70 63 5 INTC 36 29 5 Seems to me the mkt is saying that people are afraid Q won't make the estimates, or that it will not prevail in 3G negotiations.