Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (31729)	6/4/1999 12:43:00 PM
From: DWB	Respond to of 152472

Gregg, Horror of horrors, you misunderstood my intended question. Lucky for me you answered what you thought I should be interested in, which was what I really wanted. In asking for the "asymptotic earnings" models, I had (in my own mind) expected that to be 3-4 years out. I'm guessing you thought I was looking at something in '99. Fortunately, you gave me what I was looking for despite the ambiguity of my question. Since earlier this year, I've thought that QCOM is in a great situation, but have a hard time getting my hands around the size of the opportunity. In the past, you seem to have had as good, if not better, of an understanding of what went into the current real value for the Q. I extrapolated that you would therefore be a good source for what the potential might come to. As you said..."In my judgment, far too much thought is given to the June quarter's results at the expense of understanding the real drivers of shareholder value." I was just trying to put a better estimate on it (where "it" is QCOM's potential 4-5 years from now). Thanks anyway for the response. Loved the mental masturbation reference.... DWB