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VMware, Inc. Message Board

naydin2005 8 posts  |  Last Activity: Dec 9, 2015 11:39 PM Member since: Nov 13, 2007
  • Their top antitrust lawyer sold all of his shares recently. What an act. He sold them at 48 dollars. He should be sued at the court by the shareholders first. He concealed the evidence all year long. Hi did not disclose to the public that the company is doing illegal sales and marketing. This is a federal crime. All these countries cannot be wrong . The company's methods are illegal in many ways that attract so much investigations. The only person guilty is the one responsible to provide legal guidance. Who that is?

  • naydin2005 naydin2005 Dec 5, 2015 5:17 PM Flag

    how do you sell strong ? I assume you use a different button. Maybe using a different mouse.

  • naydin2005 by naydin2005 Nov 25, 2015 11:50 AM Flag

    I strongly think that wall street is doomed. It is highly possible that the companies may go private. Financing paradigms will shift. Wall Street will be obsolete to find money. A parallel universe will be built. Look at this company. It is trashed like Dell. It has zillions of patents. The US government is not standing behind the companies. 4000 people laid off. The gov is reporting 40,000 hired at MacDonalds. This is the problem. 500 million dollars gone with the 4000 people. Why China and Korea want to steal the patents use th parts without paying. What gives the phone real value. Its glass, frame? Of course snapdragon. What is wrong asking a royalty at the final sale price of the phone. They want it cheaper than two gallons of gas.

  • Everyday, if yuu google snapdragon 820, instead of qcom, you see one by one all the major phones are releasing news that they are coming up with Snapdragon 820. Samsung will be deflated if they pressure QCOM. QCOM in fact may take a decision not to sell it to samsiung as it happened with snapdragon 810 last year tp protest their armtwisting using their own government. QCOM is not defenseless. The real hammer will knocked on samsungs head by the other phone companies, especially Chinese.

  • e company’s business.
    The firm models a sum-of-the part valuation of $65/share for Qualcomm.
    Qualcomm shares plummeted more than 9.4 percent on Wednesday following news of a new Korean antitrust probe of the company. The decline leaves shares down 33.9 percent in 2015, but Bank of America analyst Tal Liana sees plenty of value to the stock at current levels.

    Korea Ruling Is A Non-Factor

    According to Liana, Qualcomm investors have nothing to fear from the Korean probe. He points out that, regardless of the outcome of the probe, the Korean market accounts for only about 0.6 percent of the company’s global unit market. More importantly, the US is not currently pursuing any antitrust actions against Qualcomm.

    Break-Up valuation

    Qualcomm has long been rumored to potentially split its Qualcomm Technology Licensing (QTL) business from its Qualcomm CDMA Technologies (QCT) business. Liana feels that breaking down the valuations of both segments reveals just how much value is currently stored in Qualcomm’s stock.

    Bank of America’s valuation model, which includes an assumption that royalty rates over the next decade will decline from 3.1 percent to 2.2 percent, values QTL at $35-39 per share.

    Using Intel Corporation
    INTC 1.58%
    ’s PE of 12x and Bank of America’s $1.50 per share annual earnings estimate for QCT, the firm derived a sum-of-the-parts valuation for Qualcomm of $65.

    “We believe fair value is even higher and maintain our $75 PO,” Liana added.

    Buy The Dips

    In addition to an attractive valuation, Bank of America sees the potential for new deals in China, continued cost-cutting and strong traction for the company’s SD820 chip as potential positive catalysts ahead for Qualcomm. The firm maintains its Buy rating and believes investors should be loading up after the 2015 dip.

    Read more:

  • As if they lost the whole thing. In fact they can bring this case up to World Trade Organization.

  • I will never buy anything made in Korea

  • eom

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