QUALCOMM Inc. (QCOM)

All Comments on QCOM

  • commenter
    Mazel Tov
    May 01 10:39 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Rabbi Hoffman, I would be lost without your information! Mazel Mazel Good things! Reply
  • commenter
    Camille
    May 01 10:03 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    The green and red color coding on the seeking alpha earnings announcements makes it eay to create a watch list of compnaies that have beats earnings. I like to check back with these companies in a few days ater the announcement volatility settles down. This site also provides an excellent quick overview of current company news and earnings before the market opens. Reply
  • commenter
    silver-bulle
    t
    May 01 12:17 AM
    Is the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
    John Egan - by the way, politicians don't solve problems - they create them. Democrates or Republicans are 2 faces to the same coin. Reply
  • commenter
    silver-bulle
    t
    May 01 12:13 AM
    Is the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
    The futures market may seem speculation. However it is a reflection of what people (you and me) are willing to pay for oil. By going to the gas station we are saying we'll suck in $120/barrel oil and $4/gallon gas.

    So if we wan to reduce cost of gas/oil, then there needs to be a corresponding reduction in demand.

    However, this is unlikely as everything we use is directly or indirectly derived from oil. Not to mention, now that China and India have seen movies from Hollowood, they too want the SUVs, big houses and RVs.

    I think &6/gal gas and higher is in the cards. This may lead to another military confrontation - which will drive price of oil even higher.     Reply
  • commenter
    John Egan
    Apr 30 10:41 PM
    Is the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
    Dunno zoom... "Dubya" sat on the sidelines while N'Orleans was drowning. He didn't even know about $4 a gallon gas? He's refusing to stop filling the strategic reserve, or reduce federal gas taxes during this 'crisis'. He happily ran us into two major conflicts with no exit plan, or even a plan on how to win. I doubt that the trucking industry has any more sway over our president than anyone but the oil business. I think you'll have to wait for a new president to be elected before we see any change anywhere. Then George can go play cowboy in Crawford.

    Thx jegan ;-/     Reply
  • commenter
    Commodity
    Bubble
    Proponent
    Apr 30 10:26 PM
    Is the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
    I agree with you zoom that this sucks, but nothing has fundamentally changed to break the party in commodities.

    We now have cheaper money (thanks Ben for unnecessarily lowering the interest rate), a really shitty regulatory system (the CFTC is an absolute joke). And to boot President "there's no oil speculation, it's all based on supply and demand. Price rises have nothing to do with the 400 billion that has been pumped into these markets" Bush and Hank "I want a strong dollar, but not really" Paulson are still in power. Even OPEC sees that it's a sham and is fundamentally justified in their approach.

    This game is welfare for Wall Street and we all get to pay for it. The worst part: There's nothing we can do until Bush is out of office and the CFTC starts doing it's job again. Sorry man     Reply
  • commenter
    globalmacro
    Apr 30 07:22 PM
    Qualcomm Thrives Amidst the Dominant European Mobile Presence [view article]
    Nice pop on WAVE due to the proposed sale of their spectrum. The basis of my interest was the fact that the total value of the company seemed to be equal to the value of the spectrum. So, I guess we'll see if their business strategy has any real merit. Reply
  • commenter
    zoom
    Apr 30 06:47 PM
    Is the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
    $150-$200 before $90? what are you smoking? You need to understand the trucking industry before you make dumb statments like that. I had a thriving business selling custom parts to the trucking industry, when diesel started climbing extra $ to spend went away immediately, with a gallon of diesel is $4.30, less and less drivers are willing to bust their ass to make less and less money so they just park their truck and look for other work. While speculating on oil should not be allowed as it completely screws our economy, 90% of everything is moved by truckers, those same truckers are organinzing a freeze out, which means NO trucks will be onthe highways for 7 days, no cargo, no frieght, no food, no fuel, NOTHING.... what effect do you think that will have on the economy? I'm guessing the government will have no choice but to get involved and install regulations that demand speculators put up 50-70% of the money to cover the games they are playing with stocks, once that happens the amount of risk goews up and the amount of games being played goes down. Reply
  • commenter
    Commodity
    Bubble
    Proponent
    Apr 30 05:15 PM
    Is the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
    It's not popping yet...Helicopter Ben keeps cutting rates.

    We're going to see $150-200 before 90 again. Nothing systemic has changed in this market. But it will crash.     Reply
  • commenter
    Ames
    Tiedeman
    Apr 30 11:48 AM
    My Website
    Is the Commodities Bubble Popping?- Fast Money Recap (4/29/08) [view article]
    USO and OIL are shorts. Buy DUG on the long side.

    Oil is going to under 100.     Reply
  • commenter
    Vijay
    Nagarajan
    Apr 29 03:01 PM
    My Website
    Qualcomm: Great Quarter, Great Execution [view article]
    Aman,

    Appreciate your note. I will be answering this question in greater detail over my next couple of posts on QCOM. Stay tuned!

    In the meantime, you can look at my earlier coverage on Gobi on my site that should give you some idea. I think Gobi as a concept is a great initiative by QCOM. I have very initial guesstimate numbers in that piece based on some aggressive market share assumptions. I will perhaps refine this estimate in my next few articles based on the cc. Here is the link to my October 24, 2007 article.

    wirelessanalyst.blogsp...

    Vijay     Reply
  • commenter
    take the
    other side
    Apr 29 02:35 PM
    Qualcomm: Great Quarter, Great Execution [view article]
    Vijay, I have been following your work on QCOM and many of the other names in the wireless industry for some time, first of all thank you for the great and insightful analysis. Secondly, just curious, if there was anything in the quarter which changes your f.v of 44?

    -Aman     Reply
  • commenter
    Ajoy
    Apr 25 05:05 PM
    Earnings Beat Rates and Key Reports [view article]
    No. But it should, and has, gotten the stock back to the level
    it was at before guidance was lowered.


    On Apr 22 04:11 PM jayz wrote:

    > beating lowered estimates is something to be proud of???     Reply
  • commenter
    falcon56l
    Apr 24 11:23 AM
    Wall Street Breakfast: Must-Know News [view article]
    good info. keep it coming. Reply
  • commenter
    hugoh
    Apr 24 09:32 AM
    Wall Street Breakfast: Must-Know News [view article]
    Very nice earnings recap. Thanks. Reply
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