Q98

Infrastructure Investment Will Be a Slow Economic Stimulus Path

Yes, it will be inefficient and decades too slow to resolve current problems, but the value of education reform and productive infrastructure building spurred by this crisis can begin to move this society along from unbalanced, dumb, wasteful consumerism to global competitiveness. Whatever it takes, let's get going.

Why Are Investors Lunging After Low Yielding T-Bills?

So it says... absolutely everywhere I look... a regular bandwagon... Santa Claus AND the circus coming to town!

5 Reasons To Own Qualcomm

Jae Jun, you are amazingly wrong on all points! You know exactly nothing about the exclusionary and much higher GSM royalty rate structure for the first full decade of high growth (13-29% vs. Qualcomm's 4-5%); MediaFlo is being developed at Qualcomm's expense, essentially no-cost to the carriers ( as a shareholder I'd personally like to see the whole TV initiative, spectrum and all, spun off or sold now-- Qualcomm advised shareholders last year that there is no profitability foreseen for "4+ years"); Qualcomm has done a great deal of work with LTE chipsets and is ahead in that game, will collect 1 or 2% royalties for their brilliant and risky patent work if single mode LTE handsets are ever produced. Meanwhile, the fallback for LTE, to be deployed in high density sites when the economics are right, like around 2012-16, will be with multimode handsets operating over ubiquitous global 3G CDMA networks, for which Qualcomm has over 80 vendors gratefully and profitably signed up at standard rates until at least 2017, notwithstanding Nokia's noise.

Do some work, my friend. You're aware only of the headlines of inaccurate old stories. I will grant you, though, that Qualcomm's PR work has always been bad.

What Would Lou Do?

It's always not easy, and that (I guess) is the gist. But down to brass tacks (after applying all the webwork, cushioning and fancy cover to the basic frame), we have the 200DMA "breach", signalling a point to begin moving in or not moving out. (Right?.. or is there something else that counts here?)

Evidence of Front-Running on Wall St.

What's the lead time on 10B5-1 sales?

Annaly Capital Management: More Than One Way To Milk a Cash Cow

User 171712 asked: "The key question is really this: With the current drop in stock price, and related drop in asset value, do the executive bonuses go to zero? If so, I would have no problem with paying bonuses in years where asset rise."

From the 10K exhibit 10.4:
" Book Values of the company shall be equal to the aggregate amounts reported as Stockholders Equity on the Company's balance sheet as of the end of each fiscal year determined in accordance with GAAP, but without taking into account any valuation reserves (i.e. changes in the value of the Company's portfolio of investments as a result of mark to market valuation changes, referred to in the Financial Statements as "Accumulated Other Comprehensive Gain or Loss".

Whether it Wins or Loses Block E, Qualcomm Suffers

4 scenarios, every one of which is negative for Qualcomm....

On the other hand, Qualcomm's stated long-term objective has been to get the industry out of the blocks and moving with a leg up for the company in insight and chipsets, then sold or spun off along with the big profit on the spectrum bought with pioneer credits.

Although it's a change from thinking based in events of ten years ago, there's evidence that ATT is partnering smartly with Qualcomm. T has begun to come down rather hard right on antagonist Broadcom, apparently for playing its smart lawyers' cards in ploys that potentially obstruct T's mobile roadmap utilizing handsets with Qualcomm inside. Would that occur if Broadcom's or anyone else's chipsets were competitive? [also, contrary to its PR's, Broadcom is unlicensed and not a player in 3G, while Nokia is in a gray area under litigation]

Why would Verizon need or want to squeeze Qualcomm in MediaFlo or anything else? (Please spare us the hack royalty nonsense, unless you're going to do a valid set of comparisons with historical numbers for GSM and analysis of the body of Qualcomm's ongoing pioneering work vs. counting little add-on loafer tassle variant patents.)

Oh. And your suggestion for the alternative mobile TV tech? DVB-H?

Pffff.