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


To: Ruffian who wrote (22520)2/5/1999 10:32:00 AM
From: Sawtooth  Respond to of 152472
 
Great article, Michael. Sure sums up a lot of the ongoing thoughts on the thread. Unfortunately, the author didn't offer a conclusion; just left the major question dangling. "...either investors are missing the value opportunity of their lifetime, or the doubts concerning future competition in handsets and the drag on earnings by Qualcomm's infrastructure business are continuing to keep the bulls at bay." Pretty clear, though, which position would be picked by most on this thread.

Regards.



To: Ruffian who wrote (22520)2/5/1999 10:35:00 AM
From: biostruggle  Respond to of 152472
 
Yes its either the investment of a lifetime or... Well if Q does not go up this year, it will be trading a forward PE of 16 next year. Unbelievable for a company growing >30%.