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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 157.21-0.4%11:47 AM EST
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To: JeffreyHF who wrote (59728)2/4/2007 3:27:44 PM
From: Jim Mullens  Read Replies (3) of 197328
 
Jeffrey, re: QCOM Buy Back On Hold, and “none of these events arises to the level to interfere with buyback patterns, IMHO. I sense there`s an organizational or acquisitional announcement forthcoming, and likely at or before the ASM.”

The organizational announcement may relate to QCT / Spinco2

The acquisition >>>???

Anyone given any thought of GOOG acquiring QCOM??

+ GOOG-
...LT Growth - 32.5%
...PEG- 1.04
...Enterprise Value- $143B
...Cash- $10.4 B
.
...Market Darling-
.....One way for the Q to quickly shake the 20 year bad press hangover ???.
.....Perhaps a swift drop of all the litigation with the GOOG prestige???

And, then there’s this, apparently easing “acquiring person” status >>>>>>>>>>

Entry Into a Material Definitive Agreement

On December 7, 2006, the Company entered into an amendment to its Amended and Restated Rights Agreement (the "Agreement") dated September 26, 2005 between the Company and Computershare Investor Services LLC. The principal purpose of the amendment to the Agreement was to increase (from 15% of the outstanding shares to 20% of the outstanding shares) the threshold at which a person becomes an "Acquiring Person" under the Agreement. This description of the amendment to the Agreement is qualified in its entirety by reference to the amendment filed herewith as Exhibit 99.1.

<<<<<<<<<<<<<<<<
How About-
+ Immediate $20 per QCOM share premium?
+ Plus 1 GOOG share for 10 QCOM shares?

Any takers??? (never thought I’d consider a QCOM takeout, but with GOOG ??????)



VALUATION MEASURES	 
.
Market Cap (intraday):	147.41B
Enterprise Value (4-Feb-07)3:	143.11B
Trailing P/E (ttm, intraday):	61.14
Forward P/E (fye 31-Dec-07) 1:	26.14
PEG Ratio (5 yr expected):	1.04
Price/Sales (ttm):	15.83
Price/Book (mrq):	10.18
Enterprise Value/Revenue (ttm)3:	15.36
Enterprise Value/EBITDA (ttm)3:	35.333
.
Profitability 
Profit Margin (ttm):	25.96%
Operating Margin (ttm):	34.24%

.
Management Effectiveness
Return on Assets (ttm):	17.76%
Return on Equity (ttm):	20.86%

.
Income Statement
Revenue (ttm):	9.32B
Revenue Per Share (ttm):	31.32
Qtrly Revenue Growth (yoy):	70.40%
Gross Profit (ttm):	3.56B
EBITDA (ttm):	4.05B
Net Income Avl to Common (ttm):	2.42B
Diluted EPS (ttm):	7.88
Qtrly Earnings Growth (yoy):	92.40%

.
Balance Sheet
Total Cash (mrq):	10.43B
Total Cash Per Share (mrq):	34.063
Total Debt (mrq):	N/A
Total Debt/Equity (mrq):	N/A
Current Ratio (mrq):	9.751
Book Value Per Share (mrq):	47.318001

.
Cash Flow Statement
Operating Cash Flow (ttm):	3.33B
Levered Free Cash Flow (ttm):	907.42M

.
Growth Est	GOOG	Ind	Sector	S&P 500
Current Qtr. 	43.7%	27.9%	13.5%	4.7%
Next Qtr. 	36.1%	24.7%	17.1%	13.8%
This Year 	34.7%	23.4%	17.3%	7.1%
Next Year 	29.3%	14.9%	18.3%	11.0%
Past 5 Years  	N/A	N/A	N/A	N/A
Next 5 Years  	32.5%	13.38%	14.08%	N/A
Price/Earnings 	33.8	20.02	19.91	15.38
PEG Ratio  	1.04	1.50	1.41	N/A



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