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

To: JRH who wrote (31333)	5/31/1999 1:10:00 AM
From: Brian Lempel	Read Replies (3) \| Respond to of 152472

Is a simple compounded growth rate (somewhat arbitrary) the best way to forecast future earning potential? My guess is that the rather straight foreward models seen over the last couple days do not really represent the QCOM story. Has anyone tried (recently) to forecast subs in 2004 (since this seems to be the year of choice)? I know this has been done in the past...obviously not accounting for our most recent developments (and how about China tonight, eh guys). I'm not sure if this would give us any better of a picture. But using conservative sub. numbers and ultra-conservative market share figures, one can at least get a baseline estimate. Don't forget to model those fun things like margins (should trend higher, then lower) and dilution!!!! And be sure to give us a gorilla p/e. I don't know what everyone has been thinking today talking about a declining p/e! Now I really don't know what this exercise would yield. But it would at least be interesting to see if the results are anywhere close to others posted today. So help me out here, guys, because I really don't want to have to break out Excel and do this thing from scratch. ~Brian