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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 157.45-0.2%11:57 AM EST
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To: Jon Koplik who wrote (113272)2/14/2002 11:26:16 AM
From: Stock Farmer  Read Replies (1) of 152472
 
Jon: Nice try.

Q's IPR and the rest of the stuff it "owns" is currently carried on the balance sheet at $0.00 - sure - but hardly missing. It's embedded in the stock price.

So we can easily see that you and other staunch defenders of the Q value that IPR et. al. at about three tens of billions. Those who aren't buying value it at less. That's what makes the market.

I'm not commenting on the value of Q's IPR. It's not like I'm suggesting the company should have a price:book ratio of 1. Duuh.

I'm commenting on the ability of the company to actually make money. Or more precisely, on the ability of management to husband something so tremendously valuable as Q's IPR and make money from it.

Which seems to be a little suspect at the moment, based on what management has been able to do since they were appointed.

And I'm commenting on the degree to which management is being compensated, relative to the degree of money that the company is actually making.

I'm not at all commenting on the value of the IPR.

But if you'd like to go there, we could take the IPR, give it a useful life and ammortize it, to try and get a handle on how much the company *should* be extracting per year from something so valuable. As a means of measuring how well management is doing their job.
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