Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.80

+0.3%

Dec 5 9:30 AM EST

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To: JeffreyHF who wrote (143312)	7/5/2006 7:48:27 AM
From: barty	Read Replies (1) of 152472

<Nokia is a paper tiger, full of megalomaniacle delusions, but lacking substance and integrity.> = PATHETIC. Hope that's clear. secondly - you pointed out <Equally pathetic is justifying one`s position by pointing to short term variations in stock price, or attempting to isolate which of the many factors are responsible for such fluctuations.> Q's shares have gone from an all time high ($53) to $39 (-26%) inside 8 weeks (while there has been a deluge of newsflow on royalties) and your telling me not to conclude this suggests the market might be discounting a lower royalty rate in WCDMA??? Why don't you run DCF comparing what is being discounted at $53, and compare that to what is discounted at $39. Let me give you a clue - QCT assumptions should not change and neither should its net cash pile. Frankly the fact that the market is already discounting this is a good thing for Q shareholders. It means the risk/reward looks more attractive.

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