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


To: John Carragher who wrote (1242)4/10/1999 9:56:00 AM
From: Labrador  Read Replies (2) | Respond to of 54805
 
>>Barrons Q: Qualcomm soared to $155 a share recently, from $87 on March 24,
then eased. How much more is there to go for?
A: Three weeks ago, its market cap was $7 billion, up from $4 billion a few
months ago. Earnings should grow very strongly for many years. Qualcomm in
time could become a big-cap, which I define as $100 billion. It has massive
upside potential. It would be crazy to sell it now.

If this guy is even half-right, at $50 billion capitalization, this is 7 x current valuation. $145 x 7 = $1,015
If he is right, At $100 B capitalization, 14 x
$145 x 14 = $2,030.



To: John Carragher who wrote (1242)4/10/1999 12:27:00 PM
From: KY  Respond to of 54805
 
Damn.

I just picked up Barron's...was hoping that this week's issue would remain without mention of the Q.

No such luck.

Notice how there was no mention of CPQ mess...very shaddy move by CPQ slipping out the news Friday afternoon. Will not matter on Monday.

KY