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

To: Mike Buckley who wrote (1798)	5/8/1999 11:51:00 AM
From: Jean M. Gauthier	Read Replies (2) \| Respond to of 54805

Hi people. At Qualcom' sprice of 216, I think that sucker is much more highly valued than cisco, by any stretch of the imagination ! Cisco's advantages... 1- Cisco's IOS is a bit like Softy's OS lock 2- Web Sales & Support, so margins stay high & COS low. 3- Very high margins, what 65% + ? 4- Very High growth Sales/ profits... 5- Exploding market , I guess like CDMA/3G Qualcomm 6- fabless/construction-less, more of a software company.. Comments... ? Can someone explain why Qualcomm at 216 is a BUY , and not an overvalued "Royalty" play on CDMA ? I know their margins might increase TO 15-20%, big deal, compared to Intel's 58%+, or Cisco 65%+, or Mr Softy's 45-50%+ Take care jean