Qualcomm Incorporated (QCOM) Message Board

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To: John Carragher who wrote (140661)	1/1/2006 6:48:43 PM
From: limtex	Read Replies (2) of 152328

JC - not to dissapoint my guess is that after a short trip to the lower $40s just before or just after "Fright Night" there is a slow climb to the 06 peak of around $48- $49 as the Q grows into its P/E and matures to a Red Giant of the INTC, CSCO, MSFT type..some of the finest companies in the entire history of industry... Also it seems to me that quite a bit of stock growth is either toward the end of each qtr or even toward the 4th qtr. No need to risk anything before that whilst the stocks of most markets atound the world except for Wall St are doing so well. OK no fabulous IPR but what use if the World greatest IPR when it produces virtually no return when compared to say an Indian or Japanse "detergent manufacturer" (not meant litterally) with no IPR but good double digit stock growth. And wait for the unexpected little delights such as the gang of 6 and who knows what else...maybe someone going to claim that Q's patents do really belong to them and lets see what negative stuff some of the analysts can dream up. The Chinese anbnouncemewnt should be great fodder for negative analysts to re-heat some old stories. Still all in all there may even be some good news about the slow but sure growth of 3G markets world wide. Best, L