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 159.42

-1.2%

Jan 16 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Art Bechhoefer who wrote (102211)	5/26/2011 1:30:01 AM
From: waitwatchwander	7 Recommendations Read Replies (4) of 197278

Here's an interesting Qualcomm graph which depicts why I've become sour over the last few years. min.us It depicts R&D expeditures against revenue growth (lagged back 2 years). I was trying to capture a relationship between spending money and getting back our just reward. When the boyz took over in 2005 R&D was feeding into higher future revenue growth. As we got mired in litigation, those trends crossed. Revenue growth only recently started to reverse it's downward spiral. This picture is likely due to the "5+ year efforts" finally starting to bear fruit but with +20% of revenue going into R&D, one does need to see the top line growing more than 20% to retain a shot at a half decent return on our investment. Return on Investment is something that has been lacking of late. Hopefully the recent blip in the blue diamonds is the start of a new and better trend ... To Infinity and Beyond.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next