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Intel Corporation Message Board

  • ideal_invst ideal_invst Apr 4, 2013 7:15 PM Flag

    Qualcomm - Insider Holdings and Sales

    Given that Intel's primary competitor at this stage seems to be Qualcomm, I was curious to find out the insider holdings/sales of its Qualcomm's major insiders.


    Per Yahoo Finance: Qualcomm management holding is as follows:
    Holder Shares Reported
    JACOBS IRWIN M 16,874 Mar 4, 2012
    STERN MARC I 5,822 Mar 30, 2013
    JACOBS PAUL E 27,839 Feb 28, 2013
    SCOWCROFT BRENT N/A Mar 1, 2013
    KAHN ROBERT E 230,000 Feb 20, 2013

    Qualcomm's current Chairman and CEO is Paul Jacobs, son of the founder Irwin Jacobs.

    Per Yahoo Finance - Profile section: Paul Jacobs exercised about 400-500k shares over the past year ($23 million, I am using a rough range of about $45 to $60 for the share price for the $23 million value). He currently holds 27,839 shares, indicating that he has sold or otherwise disposed off of roughly 375,000 to 475,000 shares over the past year.

    Irwin Jacobs holds just 16,874 shares.

    One can come to a quick, but perhaps hasty conclusion that Qualcomm's current Chairman/CEO and its founder/Chairman Emeritus do not have too much confidence in the future of Qualcomm. Or, they are involved in massive transfers into blind trusts or executive diversification - anyone knowledgeable in this area care to comment????


    In contrast, Intel management holding is as follows:
    Holder Shares Reported
    OTELLINI PAUL S 926,573 Feb 21, 2013
    PERLMUTTER DAVID 544,730 Feb 21, 2013
    BRYANT ANDY D 385,689 Mar 14, 2013
    SMITH STACY J 214,384 Feb 21, 2013
    KRZANICH BRIAN M 166,732 Feb 21, 2013

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    • Very interesting. Thanks.

    • Given that Qualcomm is still a patriarchal company run by the Jacobs family, I would have thought that they would have significantly higher, direct holdings in the company - especially when compared to Intel which has been a non-patriarchal, professionally managed company for several decades.

      In contrast to Qualcomm, we find that Intel's management team owns upwards of 166,000 shares (Brian Krzanich) to almost 1,000,000 shares (Paul Otellini).

      Curious why.....?

      • 1 Reply to ideal_invst
      • Qualcomm 10k Nov 2012.
        Although we own a very strong portfolio of issued and pending patents related to GSM, GPRS, EDGE, OFDM, OFDMA, WLAN, Multiple Input, Multiple Output (MIMO) and other technologies, our patent portfolio licensing program in these areas is less established and might not be as successful in generating licensing income as our CDMA licensing program. Many wireless operators are investigating or have selected LTE (or to a lesser extent WiMAX) as their next-generation 4G technologies for deployment in existing or future wireless spectrum bands as complementary to their existing CDMA-based networks. While multimode 3G/4G products are generally covered by existing 3G licensing agreements, products that implement 4G and do not implement 3G are generally not covered by existing 3G licensing agreements. Although we believe that our patented technology is essential and useful to implementation of the LTE and WiMAX industry standards and have granted royalty-bearing licenses to more than 30 companies (including LG, Nokia and Samsung) to make and sell products implementing 4G standards but not implementing 3G standards, the royalty rates for single mode 4G products are generally lower than our royalty rates for 3G and 3G/4G multimode products, and therefore, we might not achieve the same licensing revenues on such LTE or WiMAX products as on 3G-based or multimode 3G/4G-based products. In addition, new connectivity services are emerging that rely on devices that may or may not be used on traditional cellular networks, such as devices used in gaming and the connected home. Standards, even de facto standards, that develop as these technologies mature may impact our ability to obtain royalties that are equivalent to those that we receive for 3G products used in cellular communications. Although we believe that our patented technology is essential and useful to the commercialization of such services, the royalties we receive may be lower

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