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

To: DanD who wrote (102252)	5/26/2011 8:49:12 AM
From: waitwatchwander	4 Recommendations Read Replies (1) \| Respond to of 197281

---> revenues deceleration also occurred in the largest period of GDP contraction the world has seen since the Great Depression As far as western macro economics go that might be so but that is not the case when considering the global mobile sector. telecomasia.net Mobile subs growth did start to subside around the end of 2005 but that also aligned with the start of hockey stick growth in the shift from 2G to 3G and the arrival of smart mobile devices. Q has invested heavily in R&D and return on that effort has yet to be booked beyond the confines of their corporate infrastructure. Much like it has been for the last 10 years, potential for greater value is there. Seeing exceptional value creation beyond company coffers has yet to be realized. On the value front, it is most interesting that the cashing in of executive options is now heavily feeding into our domestic cash holdings. Most options now being exercised and sold bring $40 of cash into treasury from the market. In conjunction with the infusion of greater amounts of royalty cash, that source of cash and equity funding has become something that needs to be carefully considered.

To: DanD who wrote (102252)	5/26/2011 8:17:49 PM
From: slacker711	3 Recommendations Read Replies (1) \| Respond to of 197281

There is no way that Snapdragon can be considered part of their core competency anymore than TV broadcasting was. On vacation, but I have to take the time to vehemently disagree with this statement. Q's r&d in applications processors has gone on for nearly as long as I have owned the stock ('98). An early example is the msm6100 which had a 150Mhz ARM9 processor. That chip was announced in October 2002. qualcomm.com.au Snapdragon is absolutely a core competency of the company. As for tv broadcasting, the develpment of the technology is also a core competency for the company. The mistake, as usual, was attempting to invest/run the carrier. Slacker