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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 3:59 PM EST
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To: DanD who wrote (102252)5/26/2011 8:49:12 AM
From: waitwatchwander4 Recommendations  Read Replies (1) of 197283
 
---> revenues deceleration also occurred in the largest period of GDP contraction the world has seen since the Great Depression

As far as western macro economics go that might be so but that is not the case when considering the global mobile sector.

telecomasia.net

Mobile subs growth did start to subside around the end of 2005 but that also aligned with the start of hockey stick growth in the shift from 2G to 3G and the arrival of smart mobile devices. Q has invested heavily in R&D and return on that effort has yet to be booked beyond the confines of their corporate infrastructure.

Much like it has been for the last 10 years, potential for greater value is there. Seeing exceptional value creation beyond company coffers has yet to be realized.

On the value front, it is most interesting that the cashing in of executive options is now heavily feeding into our domestic cash holdings. Most options now being exercised and sold bring $40 of cash into treasury from the market. In conjunction with the infusion of greater amounts of royalty cash, that source of cash and equity funding has become something that needs to be carefully considered.
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