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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (38461)1/26/2001 2:16:08 PM
From: Getch  Read Replies (2) of 54805
 
While I agree that including sale of securities in pro forma earnings does cloud the picture, how do feel about this issue in regards to Qualcomm in particular?

In the CC Qualcomm stated that a significant portion of their business now is acting as an incubator to companies in the process of growing new CDMA products. As a cash hog business, they have chosen to raise shareholder value in this manner rather than the traditional dividend.

Also, and my notes on this were not good, they stated that they are going to in the future have scheduled sales of securities in order to release the capitol to be invested again. One analyst questioned about this, with the kicker that he grows his capitol by NOT selling Q.

I guess the point is that for Qualcomm in particular, the sale of securities is not a one-time event, and as revenues and royalties continue to grow, will become an even more important function of shareholder value.
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