Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.54

-1.2%

Nov 13 3:59 PM EST

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To: slacker711 who wrote (112620)	2/8/2002 2:11:37 PM
From: Wyätt Gwyön	Read Replies (2) of 152472

the reason it should be broken out imho is that even if the number is relatively small compared to revenue, it basically carries straight to the bottom line imho. e.g., if they have $11MM non-cash consideration in a quarter, then divided by 750MM shares it is close to 1.5 cents, enough to make or break a quarter. thus a number which is small compared to revenue is not insignificant compared to the bottom line. the reason i say it carries to the bottom line is that if the equity turns out to be worthless, then QCOM would have earned $11MM less. Cramer's take was that eventually the Bears would overshoot. They would go after a fundamentally healthy company and would get hurt by a buyback or some other action by the company. Not sure if Qualcomm is that company, but I think irrational fear has replaced irrational exuberance. imho Cramer is an idiot, but he occasionally says true things. sure, they will overshoot on something. i would say Tyco is much more of a whipping boy than QCOM, though.

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