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

To: slacker711 who wrote (93303)	7/20/2010 2:42:05 PM
From: badger3	3 Recommendations Respond to of 196562

Seems to me a reasonable liquidity policy would be to keep $7-$10 billion in cash on the BS (MM's and ST treasuries only)..and distribute the rest to the shareholders thru divs and/or repurchases. Anything more than that is just asking for trouble..

To: slacker711 who wrote (93303)	7/20/2010 2:59:43 PM
From: Jim Mullens	5 Recommendations Read Replies (1) \| Respond to of 196562

Slacker, re: Morons/ cash hoard / investment portfolio / Buffett- 1) ” The money invested into mortgages doesnt belong anywhere near the money in money market funds.” And it isn’t. ………………………………….08……09 Cash…………………………..45%.....28% Bonds ..Invst Grade MBS / ABS…….4%......5% Seems to me I’ve read where Buffett had a big stake in AIG--- with CDO’s / MBS’s 2) ”why would anybody with the talent to beat the market work at Qualcomm? They could make far far more money elsewhere.” 2.a) Within Q’s stock portfolio, they employ investment managers / ETF’s. 2.b) Dick Grannis (SVP / Treasurer) manages the cash / bond portfolio and has been recognized as ……. 100 MOST INFLUENTIAL PEOPLE IN FINANCE Treasury & Risk editors choose their 100 favorite movers and shakers for 2007. The No. 1 theme that would get you on the list: globalization ShareThis From the 6/1/2007 Issue treasuryandrisk.com snip>>>>>> Richard Grannis, SVP and Treasurer, Qualcomm Inc. Considered a thought leader by his fellow treasurers, Grannis has undertaken a corporate cash investment framework initiative, which has substantially increased the returns on Qualcomm's investment portfolio with more than $11 billion in assets.