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

To: James Connolly who wrote (20150)	12/20/1998 6:59:00 PM
From: Sawtooth	Read Replies (2) \| Respond to of 152472

<<He looks for earnings per share of $2.51 in 1999 (up from his prior forecast of $2.17), $3.38 in 2000 (up from his prior $3.25) and $4.73 in 2001....The analyst expects Qualcomm's wireless technology will expand at 51 percent a year over the next five years-the fastest rate among companies competing in the market.>> Gee whiz; with an outlook like that, no wonder the Q was down ~2 1/2 pts on Friday! And therein lies the perpetual enigma. ; ) Thanks for the info, James.

To: James Connolly who wrote (20150)	12/20/1998 7:13:00 PM
From: Sawtooth	Respond to of 152472

James: Thought it would be interesting to compare your projected numbers for Qcom with the following projection for Uniphase, which closed Fri. at 63 1/2: UNPH: WARBURG DILLON has reiterated estimate for fiscal year ending 06/99 of $1.20 on 12/01/98 UNPH: WARBURG DILLON has reiterated estimate for long term EPS growth of 35.00% per year on 12/01/98 UNPH: WARBURG DILLON made new estimate for quarter ending 12/98 of $0.26 on 12/01/98 Your Qcom numbers: <<He looks for earnings per share of $2.51 in 1999 (up from his prior forecast of $2.17), $3.38 in 2000 (up from his prior $3.25) and $4.73 in 2001. The analyst expects Qualcomm's wireless technology will expand at 51 percent a year over the next five years-the fastest rate among companies competing in the market.>> SMHWWTHIGO (scratching my head wondering what the hel! is going on). Regards.