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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 168.09

+1.8%

Nov 28 9:30 AM EST

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To: matherandlowell who wrote (195007)	7/31/2025 2:55:38 PM
From: waitwatchwander	6 Recommendations of 196781

It's not growth in revenues that matters to Qualcomm investors but growth in EPS. That's why ARM has a great PE and Qualcomm doesn't. When Qualcomm came out with action on their diversification efforts they told us EPS was plus $10 and the business was growing at 10% - 15% per year. EPS over the last few years has remain flat, at best. Much like during PJ's disworsification efforts, revenue growth isn't making it to the bottom line. That's what needs fixing. The sad part is they spent much of the last few years cleaning house and moving expenses to lower waged areas. How much more of that can be done? Mgt of Qualcomm has never been an easy task. They play in everybody's sandbox and there is always a new someone to make live miserable. Isn't this the nature of being a pioneer? Building new ranches does have it's challenges especially when they're on the territory of others.

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