Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

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 : Qualcomm Incorporated (QCOM)

QCOM 174.54

-1.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: A.L. Reagan who wrote (111570)	1/24/2002 8:53:06 PM
From: A.L. Reagan	of 152472

So if you look at real book value dedicated to "core operations", and excluding cash, the number is more like $1.73 billion book value of the core enterprise. At the risk of creating a monologue, the positive side is look at the stunning return on investment generated from the core net book value. That's the nugget of gold in the whole earnings model, as the Q's faithful have long known. What a pity that such a large amount of these incredible returns have to be redeployed in the Evangelist division just to sustain what is turning into very modest growth.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next