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Qualcomm Inc. (QCOM)

  • Mar. 9, 2012, 5:28 PM
    Sprint (S) announces it will sell the ZTE Fury (ZTCOY.PK), a low-end Android phone featuring a 3.5" display and 1 GHz. Qualcomm (QCOM) Snapdragon processor, for just $20 with a contract. The phone probably won't appeal to anyone set on buying a high-end Samsung device, but is evidence of the price pressure ZTE, which has been rapidly gaining share, could place on other Android vendors in the U.S..
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  • Mar. 7, 2012, 1:07 PM
    TSMC (TSM) has halted production of chips relying on its cutting-edge 28nm manufacturing process, according to SemiAccurate. The halt, initiated 3 weeks ago and expected to end shortly, could lead to near-term supply shortages for customers QCOM, NVDA, AMD, XLNX, and BRCM, especially since demand for 28nm parts has been booming (I, II).
  • Mar. 6, 2012, 10:04 AM
    HTC's struggles are continuing in 2012. Only a month after issuing a bleak Q4 report, the smartphone maker announces (.pdf) its February sales fell 36.8% Y/Y, to roughly $687M. HTC is hoping new phones and a revamped product strategy will allow it to halt growing market share losses to Apple and Samsung. SanDisk (SNDK), Qualcomm (QCOM), and other chip suppliers (I, II) are probably hoping the same.
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  • Mar. 6, 2012, 7:48 AM
    Qualcomm (QCOM) hikes its quarterly dividend 16% to $0.25/share and approves a $4B stock repurchase plan to replace the expiring $3B program (which had $948M left). The stock now yields 1.61%. (PR)
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  • Mar. 5, 2012, 11:52 AM
    Broadcom (BRCM -2.5%) sells off after Nomura's Romit Shah claims the chipmaker, which has a leading position in the market for Wi-Fi/Bluetooth/GPS "combo chips," has lost share at HTC. Shah notes that of the 4 HTC models introduced last week, only 1 contained a Broadcom chip - the others relied on TXN and QCOM chips. Shah adds Qualcomm has a leg up on other ARM (ARMH) processor vendors in developing chips for Windows 8.
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  • Mar. 2, 2012, 7:02 PM
    Developers have mixed feelings about the high-res display expected to accompany the iPad 3. Graphics-intensive iPad 3 apps will require much more processing power and video memory than comparable iPad 2 apps, and could also be much larger. But while developers aren't thrilled, the extra demands placed by the display could benefit mobile processor vendors such as QCOM, NVDA, and TXN, should rival tablet makers follow suit.
  • Mar. 2, 2012, 2:28 PM
    TSMC (TSM) continues to see booming orders for chips relying on cutting-edge manufacturing processes, claims Digitimes, thanks to demand from wireless chipmakers such as QCOM and BRCM. It's also claimed TSMC is seeing orders pick up for analog, LCD driver, and audio processing chips using older processes - that could indirectly be a positive for LCD panel makers AUO and LPL.
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  • Mar. 1, 2012, 5:02 PM
    Samsung (SSNLF.PK) was the biggest winner at the Mobile World Congress (I, II), claims Nomura, thanks to the buzz surrounding upcoming phones featuring differentiated features, such as bendable AMOLED displays (using technology from PANL). Oppenheimer, meanwhile, says it's more positive on QCOM and SWKS following MWC, thanks to healthy design win activity with Apple, Samsung, and Chinese OEMs.
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  • Mar. 1, 2012, 10:22 AM
    In spite of this week's successes, an exec at mobile processor kingpin Qualcomm (QCOM) is belittling Intel's mobile processor efforts, calling them a product of desperation. Last month, ARM's (ARMH) CEO boasted Intel is far behind ARM in obtaining the expertise needed to create quality system-level solutions for phone vendors.
  • Feb. 29, 2012, 3:59 PM
    Needham chip analyst Raj Gill tabs two winners from Mobile World Congress. Gill says Nvidia (NVDA -1%) has up to a 12-month lead in quad-core processors and notes progress in developing band wireless chips to compete with QCOM. Synaptics (SYNA -3.4%) is “gaining significant momentum in smartphone,” with a good chance at being in tablets and notebooks based on Windows 8 (MSFT).
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  • Feb. 29, 2012, 9:01 AM
    Microsoft (MSFT) is reportedly testing Qualcomm's (QCOM) stud MSM8960 chipset, hoping to have it ready for a Windows Phone 8 later this year. Sources say Sprint (S) would be interested in such a device and it has shared its LTE specs with Nokia (NOK).
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  • Feb. 27, 2012, 8:25 PM
    When looking across the investment spectrum, the stock market appears to represent "the best house in the financial asset neighborhood," says Omega Advisors CEO Leon Cooperman. When cash is at zero, Treasurys lag inflation and are reaching record high spreads versus high-yield bonds, "then you're left with equities." His favorites: financials like JP Morgan (JPM) and technology stocks like Apple (AAPL) and Qualcomm (QCOM).
  • Feb. 27, 2012, 6:39 PM
    Texas Instruments' (TXN) OMAP processor line hasn't received as much ink in 2012 as Nvidia's (NVDA) Tegra and Qualcomm's (QCOM) Snapdragon, but TI narrowed the gap a bit today by highlighting the performance and low power consumption of its new OMAP 5 line, and announcing design wins with iRobot and Harman. Last year, the OMAP 4 was designed into the Kindle Fire and the Galaxy Nexus.
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  • Feb. 27, 2012, 12:29 PM
    It looks like ARM (ARMH) licensees QCOM, NVDA, and TXN will be facing some real competition from Intel in the smartphone space. In addition to inking a deal with France Telecom, Intel's (INTC) has struck a deal with Indian phone maker Lava, and a multi-year partnership with fast-growing ZTE (ZTCOY.PK). Separately, Intel is announcing a more powerful successor to its Medfield chip, as well as plans for a less costly chip.
  • Feb. 27, 2012, 9:12 AM
    H-P (HPQ) is working on three Windows 8 tablets, sources tell CNET. Two of the devices run on Intel (INTC) CPUs, but the third is an ARM-based (ARMH) product featuring a Qualcomm (QCOM) Snapdragon chip. However, while H-P hasn't yet provided an ETA for the arrival of ARM-based tablets. Samsung and Sony (SNE) are also believed to be working with Qualcomm on Windows 8 tablets.
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  • Feb. 24, 2012, 3:10 PM
    Apple (AAPL) tops the list of Goldman's Hedge Fund Very Important Position list, followed by Google (GOOG), Microsoft (MSFT), JPMorgan (JPM), and Qualcomm (QCOM). Thirty percent (just 30%?) of fundamentally-driven hedge funds own Apple, with 20% of all funds counting it among their top 10 holdings.
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Company Description
Qualcomm Inc develops digital communication technology called CDMA (Code Division Multiple Access), & owns intellectual property applicable to products that implement any version of CDMA including patents, patent applications & trade secrets.