Qualcomm Moderated Thread - please read rules before posting 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 Moderated Thread - please read rules before posting

QCOM 176.18

+2.0%

10:15 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: 100cfm who wrote (48370)	11/3/2005 8:36:27 AM
From: Jim Mullens	Read Replies (3) of 196450

100cfm, Re: FY06 Guidance and “. it's great to spend on R&D but when do the revenues kick in. If R&D spending continues to outpace revenue growth I have to wonder about the worthiness of the projects they are working on.” <<<<<<<<< I was also surprised to hear early on and several mentions later of continuing “aggressive” R&D increases. Indications late last FY from my recall were R&D “leveling-off”. The Q is deeply involved in many leading-edge / world changing technologies and must feel compelled “not to drop the ball” at this time (‘Opportunity Calls”). Some of these are on the cusp of commercialization - HSDPA, DorA, OFDM, FLO, Iridigm Displays (MEMS) , and maintaining leadership in these areas is of prime importance. I believe Bill Keitel stated R&D + SG&A will increase 22% , in line or slightly below the increase in EPS guidance. With the Q’s CY WCDMA handset guidance at 86M vs some industry analysts/ consultants forecasting 100M and more, hopefully there is a good chance that EPS guidance will increase as we move thru the year.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next