SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Gregg Powers who wrote (27268)4/16/1999 11:15:00 AM
From: Caxton Rhodes  Respond to of 152472
 
Gregg,

"My 'gut' gives me really big numbers; my brain requires documentation of the same."

Let me be the first to say, "Hey Pal, the honeymoon is over! Get to work on that documentation!<vbg>

Caxton



To: Gregg Powers who wrote (27268)4/16/1999 11:38:00 AM
From: GO*QCOM  Respond to of 152472
 
Gregg Thankyou once again for your professionalism and insightful candor.The infrastructure loss at 150 million a year is a substantial amount.The earnings going forward should recive a tremendous lift coupled with increasing CDMA subscriber numbers worldwide and royalty,asic sales ect. should propel the numbers like a rocket.What is your prediction?



To: Gregg Powers who wrote (27268)4/16/1999 11:41:00 AM
From: SKIP PAUL  Respond to of 152472
 
Thanks for your thoughtful response. I agree. However, when the undervaluation is as large as it is, it is not that difficult to spot and a seat of the pants approach does work.

BTW I have looked at PCM's portfolio and you guys have some real undervalued Gems in there. How does one invest in PCM funds?