SI
SI
discoversearch

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 -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (62928)4/20/2007 5:09:56 PM
From: Jim Mullens  Read Replies (1) | Respond to of 197637
 
mQ, Re: Qualcomm's lack of reporting financial and other info, and "I understand all that, but pooled royalty information could be given"

I've been closely watching this mobile wireless industry for over 10 years ( you've been involved much longer). Can you name me any company that provides its investors even 1/10 the detail the Q does for its investors????

Compare-
1. the number of analyst presentations
2. the major presentation events- London day, Spring Analyst Day, ASM, etc
3. The volumes of meaningful material presented
3.1 both GAAP and non-GAAP EPS / Revenue estimates
3.2 estimates for the quarter and full FY
3.3 Meaningful segmented reporting by major business unit
3.4 Meaningful metrics to further analyze business unit performance.
4. All presentations webcast with presentation charts viewable via the web
5. webcasts archived for long term viewing
6. presentations on PDF files for investor downloading.
7. presentations w/ Q&A sessions

Does any company you follow come close to providing the info that the Q does?

Re: "but pooled royalty information could be given"

It is, but one has to do a few spreadsheet calculations to determine such.