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 Technology Stocks | The New QUALCOMM - Coming Into Buy Range


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From: benhorseman1/4/2011 4:11:09 PM
   of 8790
 
QCOM closed at 50.97 and set a new 52 weeks record of 51.06.

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To: DanD who wrote (7018)1/4/2011 5:20:31 PM
From: waitwatchwander
2 Recommendations   of 8790
 
How the company can open up an executive selling window while working on the consumation of its biggest yet acquisition is mind boggling.

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To: waitwatchwander who wrote (7020)1/4/2011 5:24:48 PM
From: JeffreyHF
   of 8790
 
I assume you meant that as a joke, right?

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To: JeffreyHF who wrote (7021)1/4/2011 5:34:25 PM
From: SirWalterRalegh
   of 8790
 

it must be the "Chinese Wall"

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To: SirWalterRalegh who wrote (7022)1/4/2011 5:39:45 PM
From: JeffreyHF
   of 8790
 
So, you posit Qualcomm executives frantically sold stock the second word of the Atheros acquisition leaked out, causing the price to collapse, which immediately was followed by frantic buying, that took the stock to a new high? Really? I guess the SEC forms will prove you (dead wrong, and slandering).

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To: waitwatchwander who wrote (7020)1/4/2011 5:43:29 PM
From: Jon Koplik
   of 8790
 
Re : Qualcomm executive selling stock / while working on ..." -- I believe Qualcomm (unlike perhaps every other publicly traded company) takes the approach of :

If management is aware of some not-yet-publicly-disclosed corporate development that is (without question) "bullish,"

Qualcomm will allow insider sales of stock to continue.

(And the seller(s) will "miss out" on the soon-to-be "mini windfall.")

------------------------

But, if management is aware ... LOUSY news,

they absolutely do not allow any insider sales.

Jon.

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To: JeffreyHF who wrote (7021)1/4/2011 5:58:57 PM
From: waitwatchwander
1 Recommendation   of 8790
 
---> Joke

Well, I guess they all could have put in a 105B to sell tons of shares in the high $40's before the end of the 2010 taxation year but that would sure be cutting it all close.

Another possibility is that Keitel and Mollenkopf weren't aware of this material information because they were kept out of the loop. As sharehoilders we will never know because the setup dates and details of 105B's aren't publicly reported.

The later case is kind of concerting also given that it implies a gap between critical company decision making and it's executive leadership.

As far as value for money goes, doubling Atheros margins gives one a PE of 23. We have yet to get the real details of this deal but someone must have leaked something to get us where we are at this moment. That's not a joke.

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To: JeffreyHF who wrote (7023)1/4/2011 6:13:04 PM
From: SirWalterRalegh
5 Recommendations   of 8790
 

<<
So, you posit Qualcomm executives frantically sold stock the second word of the Atheros acquisition leaked out, causing the price to collapse, which immediately was followed by frantic buying, that took the stock to a new high? Really? I guess the SEC forms will prove you (dead wrong, and slandering).>>

I think you did not understand what I said. I am far from being a slanderer.
That is a pretty strong assertion.

All I said is that there was a "Chinese Wall". This means, in case you don't know, that everyone in the company (QUALCOMM) did not know of the impending attempt to acquire Atheros.

Why is that slanderous??

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To: SirWalterRalegh who wrote (7026)1/4/2011 8:17:04 PM
From: JeffreyHF
1 Recommendation   of 8790
 
No, and I apologize for misunderstanding your post. I thought you were being sarcastic as to a Chinese wall.In other words, I misperceived you as as being skeptical that "Chinese walls" were effective.

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From: hedgefund1/4/2011 9:05:41 PM
4 Recommendations   of 8790
 
2010 Toaster International Results


The winners of the 2010 Toaster are announced below: This year's contest was the most competitive indicating that a lot of folks had a pretty good handle on Q's stock price for 2010. The winner of the high low contest was data_rox closely, very closely, followed by golfinvestor. The actual high low numbers for the year (using only closing figures, not intra-day), were 49.99 and 31.96. Data_rox's submitted numbers were 50 and 33. Golfinvestor's numbers were 49.80 and 33.01. If you do the math or look at the excel spreadsheet results that I hope to post, you will see that golfinvestor was second by a penny, .01, amazing.

If you think that was close, TennisBum was spot on in the year end contest. His submitted number was in fact the actual closing number for the year, 49.49. Neeka305's number was 49.44, finishing five cents behind TennisBum.

But this understates the quality of the submissions in their totality, suggesting that only a couple of folks hit near the bullseye. As you will see when I figure out how to post the spreadsheet, there were any number of folks in the contest who submitted numbers very, very close to the winning numbers. While some quite correctly can state that winning the contest is pure luck, there are certain posters who lurk around the winning numbers year after year and I humbly suggest that their posts should be read with great care.

As always, I will entertain any challenges from folks for seven days following my posting of the excel spreadsheet after which time these results, assuming no successful challenge is filed, become final.

Again, congratulations to the winners. HF

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