% | $
Quotes you view appear here for quick access.

Akamai Technologies, Inc. Message Board

naydin2005 8 posts  |  Last Activity: Nov 25, 2015 11:50 AM Member since: Nov 13, 2007
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • 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

  • naydin2005 by naydin2005 Sep 29, 2015 6:38 PM Flag

    Tomorrow, the Fed is going to make a decision on the resubmitted stress test statement. Please check the " bac, stress test news" on google. They know it is going to be okay and they are releasing frivolous bad news. In fact trading revenue is the smallest section of income for BAC than it is for JPM. BAC is down more than JPM. The cots cutting is everywhere. My closest bank of america branch was closed. Customers are increasing more than any other bank. easy to tell that in Tampa. So in summary, tomorrow big news is the stress test which gives us so much stress.

  • I appreciate if anyone can tell me when the after hour trading closes. Thanks.

57.90+0.22(+0.38%)Nov 27 1:00 PMEST