[RT] QCOM Peer Group Candidates

["Dr. John Cappello" <jvc689@xxxxxxxxxxx>]

Another vantage point:

1.IDC has already made a run in Dec. as noted by Norman but according to 
National Discount Broker data the Market cap is 3.6 Billon

2.QCOM is 29 Billion

3.ERCY is 128 Billion and a big customer of QCOM.I could find very little 
data on ERICZ but it had the least run-up in price.

I have no conclusion yet but opportunity seems to exist in peer groups with 
proper timing.

Sincerely,

John
>To: <realtraders@xxxxxxxxxxxxxxx>
>Subject: [RT] QCOM Peer Group Candidates
>Date: Sat, 01 Jan 2000 14:21:08 EST
>
>To List:
>
>I pulled a Standard and Poor sheet on QCOM and found one thing I overlooked
>that may or may not have significance.
>
>In checking competitors Ericcsoson ADS [ERICZ] was listed with a PE of
>10.The report was dated 12/23/99 and recent price noted then at 17 1/4.
>
>Also Interdigital Communications [IDC] was listed with a PE of 30.Recent
>price per above was 26 1/2.
>
>As for now I am in QCOM per the previously posted public system,but I 
>intend
>to further look into the above Wireless Peer Group companies.
>
>As always,do your own due diligence.
>
>John
>
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