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

To: Maurice Winn who wrote (81146)	10/16/2008 7:55:22 PM
From: ggamer	Respond to of 197247

17:34 GOOG Google Conference Call Summary (353.02 +13.85) -Update- Says that they always manage for the long term and that is even more important as the fluid economy sees troubling issues; focusing on ad search... before hedging negative of $59 mln from currency, after implementing the hedging they had a positive $34 mln impact... says in the last several weeks have seen huge increase in queries on the financials... says that most of the GOOG/YHOO complaints are due to people who do not know how auctions work; believe they are getting close to the end of the deal... says advertisers are willing to take all the clicks they can give them at the current cost per click.. seeing an explosion in mobile search volume... believes the economy can be a bonus for GOOG; calling it the 'Wal-Mart Effect'; believes people will do more shopping on line in order to save money...says they have been very diligent on expenses; says they are continuing to hire... says will continue 'to invest heavily in capex'; says they are getting more efficient at it and that was the reason for the drop in Q3, did not cut costs... says Geolocal has been a substantial source of investment; says it will be a great potential monetization opportunity but it will take it a while to get up and running.

To: Maurice Winn who wrote (81146)	10/20/2008 4:41:54 PM
From: Raglanroadie	4 Recommendations Read Replies (2) \| Respond to of 197247

"It's a shame QCOM wasn't shorting the financials, housing etc over the last couple of years when the debacle became plain." No, no, and way no. Not now, not then, not ever. Imagine for just one minute they had done or done so even earlier and intead they lost their shorts. Please reply back to me with that in mind. What would you have said to such an event? I think I would have been seeing posts like this. What are they thinking? Q is in the business of designing chips, investing in R&D, and actively license their inventions. If they cannot invest the extra money in the business then they should declare a special dividend and turn it over to we the shareholders. The way it now stands they have flushed several quarters of earnings down the drain. This is what I mean when I say companies should stick to their core competencies and what happens when they stray from course. This is typical of nepotism in that they think it is their money and their company and completely ignore the shareholders. PJ has to go. Are we no better than a Roman crowd?