Qualcomm Incorporated (QCOM) 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 Incorporated (QCOM)

QCOM 173.20

-3.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim Mullens who wrote (145260)	10/2/2006 7:26:30 AM
From: 100cfm	Read Replies (2) of 152472

"I really think you’re mainly frustrated like most of us the stagnating share price over the past two years despite revenue and EPS growth over 70%, and misplacing the blame of price stagnation on R&D expenditures." Agree with the first part. Do not put all the blame on R&D, alot of it but not all. Options expense took a nice little bite out of us this yr too, I beleive it was 18 cents. Also frustrated with the small increase in earnings guidance inspite of the huge projected increase in UMTS sales. An additional 120M devices should by my calculations result in APROX. a 60 cent per share net income increase. Assuming another 120M devices at $250 ASP and Q getting 25% of the chipset sales. You're as good with the numbers as anyone, why is concensus only calling for a 20 cent increase and I think 20 cents is the high end of concensus. Whats gobbeling up the other 40 cents? Didn't listen to Jha's latest presentation, that would only increase the frustration factor. All these great technical things happening and the stk lost 30%! Until the BRCM & NOK BS is settled Q needs to put up big numbers. Big numbers would shift focus from the BS but since the big numbers aren't forthcoming YET, we have all attention on the BS and therefore the plunge in shareholder value inspite of the fact CDMA is going to do close to a half a billion devices next yr.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next