SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 166.81-4.1%Nov 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: slacker711 who wrote (77)7/23/1999 10:24:00 AM
From: Jeff Vayda  Read Replies (2) of 13582
 
Why is this huge news? Pretty much a forgone conclusion after Eric bought out the infrastructure division. Knowing the vaporware situation, the purchase of chips to get up and running as fast as possible seems evident to me.

On the use of the billion, I do feel that management has plans for the money. They might not have had a specific requirement for exactly 1 billion, but they are smart enough to have a wish list and acted on that when they saw that the market was there. Good going team. Lets hope all those whinners stay on the other thread, Dr. J has taken me from the natural home in the 40s to the natural home in the 140s in a year, dont think I would complain about 4, 10 or 20% dilution. (ok, maybe 20%) The man has shown he is thinking ahead and acting correctly.

As for the funds, anyone know the current state of the Brazil factory? Might a couple bucks pick up the capacity there? How much of the US QPE capacity has the Q quitely taken over from Sony to date? One time cash payment for the rest? There are plenty of places to put a billion to work. As a matter of fact, I would not have to work very hard at putting another billion to work.

Jeff Vayda
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News