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


To: Jim Mullens who wrote (84208)4/4/2009 10:52:07 AM
From: slacker7118 Recommendations  Read Replies (1) | Respond to of 197319
 
are you short QCOM?

The answer is no to your question, but I am saddened that you think my opinions would change if the answer were yes.

In any case, I was speaking specifically to QSI. Q lost 12 cents in FY '08 due to that division and they have made clear that starting up projects within QSI is an integral part of their business. When they write off MediaFLO, there will be something else to take its place.

Do you think Q is justified in keeping QSI out of its pro-forma calculation?

I dont know enough about the in process R&D expense to have a clear opinion on the matter. If it shows up every year, then it seems to me that it is part of the business and should be included as such, but again, there may be something I dont understand about the expense.

I do support breaking out the share based compensation expense...pro-forma is as good a way as any.

Slacker