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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: JeffreyHF who wrote (59728)	2/4/2007 3:27:44 PM
From: Jim Mullens	Read Replies (3) \| Respond to of 197341

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 xx