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Qualcomm's (QCOM) reference designs could be doing wonders for its Chinese chip share: an exec...

Qualcomm's (QCOM) reference designs could be doing wonders for its Chinese chip share: an exec says 40+ OEMs have commercialized 170+ devices (typically low-end smartphones) based on Qualcomm reference designs, and that over 90% of the OEMs are from China. Spreadtrum (SPRD) and MediaTek, who have their own reference design programs, are Qualcomm's main rivals here. Also: Susquehanna believes Galaxy S IV units sporting Snapdragon 600 processors (such as the U.S. version) will deliver 2x as much chip revenue to Qualcomm as iPhone units, to go with higher royalties. (previous)
Comments (7)
  • Hawkeyes 2011
    , contributor
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    QCOM could easily have a stock value of $100-$125 plus a 3.00% dividend within 18 months or so. I clould go into a long detailed explanation of why this is possible but the story continues because of fundementals in the market place. Just do your own homework on this company.
    3 Apr 2013, 09:14 PM Reply Like
  • B101
    , contributor
    Comments (34) | Send Message
     
    I agree, QCOM has a very attractive upside. It is probably one of the better ways to gain a diverse exposure to the mobile market.
    3 Apr 2013, 10:07 PM Reply Like
  • B101
    , contributor
    Comments (34) | Send Message
     
    P.S. has anyone written an article on QCOM's activities within the health sciences (Qualcomm Life) ; digital cinema systems and/or satellite-based systems. I know far less about QCOM in regards to the categories just mentioned but I would love to hear more on those topics if anyone cares to share their insight.
    3 Apr 2013, 10:14 PM Reply Like
  • Atlas-Shrugged65
    , contributor
    Comments (3) | Send Message
     
    This division should be collaborating with pharma apps. As the new healthcare codes take effect, look for companies like Amgen, Pfizer and Athenahealth to partner on creative new ways of delivering technology to the health services industry.
    4 Apr 2013, 09:08 AM Reply Like
  • B101
    , contributor
    Comments (34) | Send Message
     
    Thanks for the suggestions :)
    4 Apr 2013, 01:06 PM Reply Like
  • Atlas-Shrugged65
    , contributor
    Comments (3) | Send Message
     
    I agree. QCOM is the best tech investment for 2013.
    4 Apr 2013, 01:49 PM Reply Like
  • B101
    , contributor
    Comments (34) | Send Message
     
    Atlas-Shrugged65--> I don't know that I would say its the best tech investment for 2013. However, based off of all the research I have done and my own personal assessment, I defiantly think the company will experience strong growth in earnings within the 2013 year. I am long on QCOM
    8 Apr 2013, 01:27 AM Reply Like
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