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


To: John Carragher who wrote (842)3/27/1999 9:01:00 AM
From: Uncle Frank  Respond to of 54805
 
Thanks, John. I just looked over qcom's fundamentals at wsrn. The links are

wsrn.com and
wsrn.com

Great 5 year revenue growth rate of 81%. Margins have been declining during that period, and stand at a slim 3.4%, so 5 year earnings growth has trailed at 38%. I need to figure out if this is due to technology investment, competition in the hardware end of their business, or something else.

Frank