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M.D. Trader

 
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  • Qualcomm: Apple-Related Sell-Off Is Irrational [View article]
    Actually Samsung's new chip supports chip supports 2G, GSM, 3G, WCDMA, 4G, and LTE, as well as 2G CDMA


    Read more: http://bit.ly/U4YZEg
    Dec 17, 2012. 04:45 PM | Likes Like |Link to Comment
  • Qualcomm: Apple-Related Sell-Off Is Irrational [View article]
    Good article, but what your missing is Samsung is slowly rolling out it own LTE baseband and while this way not impact QCOM in 2013, it will in 2014. They tested it out in the Korean Galaxy S3 LTE in 2012 and it preformed well. They are also working on a VoLTE solutions.

    While I see QCOM having a record year next year, I see them losing market share in the LTE business to Samsung in 2014.

    See my article here:
    http://seekingalpha.co...

    See this article about Samsung's LTE plans:
    http://tinyurl.com/7kp...

    So I would trim that QCOM investment as 2013 comes to a close.
    Dec 17, 2012. 02:51 AM | 1 Like Like |Link to Comment
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