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Fools: 

Here is the analysis I did on QCOM from its 1/00 10Q. I also am doing a follow-up analysis, with rerviews of such issues as how its taxes may have changed, its cash-to-debt comparison, etc. The comparisons are to Lucent and Scientifica Atlanta. 

I truly appreciate any comments. Incidentally, I tended to be generous with the "subjective" questions the spread sheet asks, like, enjoyment of the product. 



Financial AnalysiCompany Being Evaluated                        Competitor #1   Competitor #2  Competitor #3

                      QCOM                                           LU              SFQ      <Fill in Name>
                 Current Period Year-ago PeriodYear-over-Year  Current Period  Current Period Current Period
                    12/31/99       12/31/98       Growth          12/31/99        12/31/99        <Date>
Income Statement . . .
  Sales               1,120,073        941,223     19.0%             9,905,000        722,040
  Cost of Goods S       648,748        642,390     1.0%              8,206,000        638,288
  Net Income            177,119         48,530    265.0%             1,250,000         58,626
  Shares Outstand       790,827        593,749     33.2%

Balance Sheet . . .
  Cash & Equivale     1,391,142        237,423    485.9%             2,219,000        352,058
  Current Assets      2,875,302      1,662,862     72.9%            21,578,000        922,890
  Short-term Debt         3,109          3,057     1.7%              2,672,000            418
  Current Liabili       907,280      1,046,033    -13.3%             9,917,000        265,337
  Long-term Debt              0          3,116    -100.0%            3,832,000            257
                                                                              1              1              0Competitors
Margins & Ratios . . .
  Gross Margins            42.1%          31.7%    10.3                   17.2%          11.6%                     14.4%
  Net Margins              15.8%           5.2%    10.7                   12.6%           8.1%                     10.4%
  Cash-to-Debt            447.46          38.46   1063.4%                  0.34         521.57                      0.40
  Net Cash             1388033.0       231250.0   500.2%             -4285000.0       351383.0                -1966808.5
  Fool Flow Ratio           1.64           1.37    20.1%                   2.67           2.15                      2.41


                  Continue Here

Ranking Rule Makers

1) Brand          Points (0-1)                                3) Financial Dire Points (0-3)
Familiarity                    1                              Sales Growth                   3
Openness                       1                              Gross Margins                  3
Optimism                       1                              Net Margins                    3
Legitimacy                     1                              Shares Outstandin              0
Inevitability                  1                              Cash-to-Debt                   2
Solitariness                   1                              Fool Flow Ratio                0
Humor                          1                              Expansion Potenti              3
  Subtotal                     7                                Subtotal                    14

2) Financial Loca Points (0-2)                                4) Monopoly Statu Points (0-4)
Mass Market Habit              2                              Gross Margins                  4
Gross Margins                  1                              Net Margins                    4
Net Margins                    2                              Net Cash                       4
Cash-to-Debt                   2                              Fool Flow Ratio                4
Fool Flow Ratio                0                              Convenience                    4
Your Interest                  1                                Subtotal                    20
  Subtotal                     8
                                                              5) Your  Enjoymen              1

                   Total Score               50  TopTier!

               

Fool on! John
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