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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: Raglanroadie who wrote (78276)	7/3/2008 7:16:40 AM
From: quartersawyer	of 197629

Please correct me if I am wrong but it seems to me that Q is making long term decisions and is more concerned with execution than whether the "market" happens to get it in the near term. Pleasing the street is like trying to please a self absorbed women. The whole exercise is pointless and does nothing but waste time and resources...I propose that Q have an informal mascot in the form of a grindstone. Hard choice, a self-absorbed woman or a grindstone. Right now this company is buzzing along on decisions made and executions set in motion long ago, and will do that for a limited future. The street didn't get it then either, and the current long-term decisions are fascinating... but a long-term holder's perspective involves the fact that they are now being made and developed with the shareholders' big resources generated by prior decisions, and there is the question of whether they seem as brilliant and likely to produce as what we were looking at over a decade ago, given the track record of efforts outside the original cores and their direct developments. "4+ years to profitability" is helpful, if you remember that slide, but is it all seat of the pants/up in the air, and that's actually all they can tell us about the value of the developing businesses? How much of a waste of time and resources is it to do models and *inform* shareholders and the street, even of a range, as slacker suggests? Just some numbers, is all. They probably already have them. Not too much to ask, and let shareholder Mullens and other analysts would go to town with them.

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