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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 172.72

-4.4%

Nov 4 3:59 PM EST

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To: Jim Mullens who wrote (48375)	11/3/2005 4:37:44 PM
From: engineer	Read Replies (2) of 196448

Jim, I would suggest that you review the history of the R&D and the timeline to when that produces results (revenue) and how big. In the past the large expenditures of R&D have had a lead time of about 4-6 years to major expansions in revenue. IMJ has done this for more than 20 years. At linkabit, he spent alot of money to develop HBO and the TDMA phone stuff. The payback was only shown when MaCOM lost faith and sold it. On the HBO stuff , they spent like $30-50M in R&D. Macom sold it to GI for $220M, and in the first 2 years of GI selling it, they made more than $280M in PROFIT. OMNITracs was something like $30M, returning (still) another $200M or so. CDMA was like $1B returning $2.2B year for the last 8 years. I have alot of faith that what they are spending now means that they earn alot more in 2009. If the "I want it NOW!!!!" crybabies do not understand this, then let them sell the stock. We all will benifit. And to all thos that backed up the truck, looks like your truck is about to break down from the weight of your decision. Good to see some good profit come from the BS lawsuit.

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