Zeev's Turnips Patch-No Politics (ZEEV)

[Zeev Hed]

I just don't know how long they can maintain the torrid growth rate, COO is growing almost as rapidly, the PE is 30% to 50% even if you take "forward PE (32 for QCOM and 18 for COO), you can also look at the PEG which is above 2 for QCOM and 1 or COO and so on. And right here, even COO is getting fairly priced. Not that I think QCOM cannot challenge $78 (my "new improved target"), but it just not qualifies as a conservative core issue. And while responding to you, joined Stow on BRCM here at $33.50, catching falling knives... the only "positive thing about that buy, the $2.5 discount to last sale... (g).