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

To: Ruffian who wrote (27196)	4/15/1999 6:34:00 PM
From: marginmike	Respond to of 152472

An example of a true idiot. I always assume that value in growth stocks was determined by the PE vs growth. I admit by that measure Q is fully valued. However i wouldnt call it expencive. If we are trading at 45 next year PE with a 35-45%groeth rate that is probably fair value. Compared to IBM 18% growth vs 30Pe I dont think its expencive. I think the market is going to butcher these high fliers, I hope Q doesnt get whacked too. SUNW is getting murdered when its actually growing almost 30% in Revenues. There arnt many others that can say that with big market cap. I think its at 50PE. Meanwhille everyone lovess dell with their 18% growth and obscene PE

To: Ruffian who wrote (27196)	4/15/1999 8:02:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 152472

<<A recent payoff is Qualcomm Inc. (QCOM), once a 'cheap, washed-out tech stock with a lawsuit hanging over it,' trading at a low of 37 3/4 last October. Now the stock is trading near 160 after the company's beef with L.M. Ericsson Telephone Co. (ERICY) regarding a standard for future wireless communications was resolved. Says Williams, 'We'd never buy it now; it's not a value stock.'>> Whew! Thank goodness we found that out. And here all along I thought ... Wow! Close call but saved in the nick of time. One can never be too careful. Sends shivers up my ..... .