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

To: Art Bechhoefer who wrote (102211)	5/25/2011 11:07:58 PM
From: DaYooper	Read Replies (1) \| Respond to of 197281

Art - I thought you were equally focused on book value as stock price?

To: Art Bechhoefer who wrote (102211)	5/26/2011 1:30:01 AM
From: waitwatchwander	7 Recommendations Read Replies (4) \| Respond to of 197281

Here's an interesting Qualcomm graph which depicts why I've become sour over the last few years. min.us It depicts R&D expeditures against revenue growth (lagged back 2 years). I was trying to capture a relationship between spending money and getting back our just reward. When the boyz took over in 2005 R&D was feeding into higher future revenue growth. As we got mired in litigation, those trends crossed. Revenue growth only recently started to reverse it's downward spiral. This picture is likely due to the "5+ year efforts" finally starting to bear fruit but with +20% of revenue going into R&D, one does need to see the top line growing more than 20% to retain a shot at a half decent return on our investment. Return on Investment is something that has been lacking of late. Hopefully the recent blip in the blue diamonds is the start of a new and better trend ... To Infinity and Beyond.

To: Art Bechhoefer who wrote (102211)	6/7/2011 11:02:07 AM
From: Jim Mullens	3 Recommendations Read Replies (1) \| Respond to of 197281

Art, re: "A 15% increase in revenues from year to year is nothing to write home about." FYI- Interesting data from current Schwab / Reuters research I stumbled across this AM. >>>>>>>>>>>> Long term (5 years) Growth Rate comparisons- (mean of estimates) + QCOM..........14.8% with 15 estimates + Comm Equip....03.5% + Technology....03.7% + S&P500........03.2% Also PEG ratio comparisons (TFQ PE) + QCOM..........01.2 + Comm Equip....01.7 + Technology....01.1 + S&P500........01.5