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Technology Stocks : The New QUALCOMM - Coming Into Buy Range -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (1032)	8/21/2007 10:34:11 AM
From: seti	Read Replies (2) \| Respond to of 9129

carra - The ITC ban affectively had little effect on Qs number and even then only in the US so the drop from $43 to $36 and change must have been the effect of Rudis judgement and of course the legal team. The market looks primarily forward. People do not like to hear future products may be threatened. A tech company is nothing if they do not have wide leeway in introducing new (higher revenue) product. Another factor is a company's perceived (in)ability to collect on royalties. Also outsiders know on a small fraction of the workings in progress. So much depends on management credibility and confidence. If discussing "the drop" due to legal problems/uncertainty, dropping from 50+ may be a more accurate description.

To: limtex who wrote (1032)	8/21/2007 10:35:13 AM
From: manalagi	Read Replies (1) \| Respond to of 9129

Lim, the current management under Paul Jacobs is really not concerned with the shareholders. If they do, they would have announced the buy back - which has been authorized - to take place. In the turmoil of the legal system, they even have time to track their options and selling under 10b5-1, as if they really need the money. For a good measure, they should have given the proceeds from their option sales to charity. In addition, they are still giving Lou Lupin "some capacity" in the company so that he can even get more golden parachute.