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Qualcomm Inc. (QCOM)

  • 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.
    | Feb. 24, 2012, 3:10 PM | 1 Comment
  • Feb. 24, 2012, 1:04 PM
    NTT DoCoMo (DCM), NEC, Panasonic (PC), and Fujitsu have developed a sample 3G/4G baseband chip, the fruits of an initiative launched with the goal of reducing the companies' dependence on baseband market leader Qualcomm (QCOM). Though Qualcomm has weathered many similar challenges, the higher cost of solutions featuring 4G connectivity is leading to an uptick in competition.
    | Feb. 24, 2012, 1:04 PM | Comment!
  • Feb. 23, 2012, 2:13 PM
    As the Mobile World Congress gets underway next week, OEMs can be counted on to introduce new smartphones (I, II, III) that try to cram as much functionality as possible, with the hope of standing out in a high-end market increasingly dominated by Apple and Samsung. Component and technology providers such as NVDA, QCOM, TXN, IMMR, and PANL should benefit, provided consumers are willing to bite.
    | Feb. 23, 2012, 2:13 PM | Comment!
  • Feb. 22, 2012, 5:02 PM
    "I have great confidence the Fed is ultimately going to get their way," says Lee Cooperman, explaining the bear case on Treasurys. "I don't think people understand how risky a U.S. government bond is at 2% return." He's keeping his money in what has worked - gold, the S&P, Apple (AAPL), and Qualcomm (QCOM), among others. Treasurys have worked too - how about a little love?
    | Feb. 22, 2012, 5:02 PM | 6 Comments
  • Feb. 21, 2012, 1:10 PM
    AnandTech runs some benchmarks for a prototype phone running Qualcomm's (QCOM) MSM8960 processor, and finds it to blow away most Android devices on the market. While upcoming chips from TXN and NVDA should be on better competitive footing, the MSM8960's combination of top performance and integrated 3G/4G baseband functionality will make it tough to beat. (previously)
    | Feb. 21, 2012, 1:10 PM | 1 Comment
  • Feb. 21, 2012, 10:30 AM
    Broadcom (BRCM +2%) outperforms following an upgrade to Buy from Auriga. The firm sees the arrival of the high-speed 802.11ac Wi-Fi standard boosting Broadcom's lead in the smartphone/tablet Wi-Fi chip market, and diminishing the competitive threat posed by Qualcomm (QCOM), which last year bought Wi-Fi chipmaker Atheros. Broadcom's relationships with China's Huawei and ZTE are also viewed as a positive.
    | Feb. 21, 2012, 10:30 AM | Comment!
  • Feb. 17, 2012, 4:31 PM
    Eric Demers, who recently resigned as the head of AMD's graphics division, has turned up at mobile chip giant Qualcomm (QCOM). Qualcomm has invested heavily in boosting the performance of the Adreno graphics processing cores that go into its Snapdragon processors, and with the company hungry to boost Snapdragon's adoption within the PC, tablet, and TV markets, Demers could be a useful addition.
    | Feb. 17, 2012, 4:31 PM | Comment!
  • Feb. 16, 2012, 10:23 AM
    As Nvidia (NVDA) posts a major Q/Q drop in mobile processor sales, it's reported Huawei is planning to enter the increasingly crowded market, courtesy of a quad-core chip that will be announced at the Mobile World Congress. In addition to Nvidia's Tegra, such a chip would compete with solutions from QCOM, TXN, INTC, and perhaps soon BRCM, and (indirectly) with in-house products from Apple and Samsung.
    | Feb. 16, 2012, 10:23 AM | Comment!
  • Feb. 15, 2012, 12:39 PM
    TSMC (TSM +1.7%) has reportedly booked nearly all of its capacity for making chips using advanced manufacturing processes, thanks to rising demand from AMD, BRCM, NVDA, QCOM, and others. Needham recently suggested the equipment needs of chip foundries would bolster Lam Research (LRCX), while KLA-Tencor (KLAC) has said demand for cutting-edge mobile chips is boosting foundry equipment orders.
    | Feb. 15, 2012, 12:39 PM | Comment!
  • Feb. 14, 2012, 9:29 AM
    More on the iPad: In-line with earlier rumors, the WSJ claims Apple (AAPL) will offer a 4G LTE version of the iPad 3, and that Verizon (VZ, VOD) and AT&T (T) will be among the companies to sell it. The arrival of a 4G iPad would be a slight positive for baseband chip supplier Qualcomm (QCOM), though the unwillingness of many consumers to pay for an extra data plan has hurt sales of 3G tablets thus far.
    | Feb. 14, 2012, 9:29 AM | Comment!
  • Feb. 13, 2012, 10:12 AM
    Nvidia (NVDA +0.9%) gains on an FBR Capital upgrade to Outperform on valuation ahead of the upcoming Mobile World Congress. FBR says it believes the company has achieved some Tegra 3 design wins in the HTC Edge, displacing Qualcomm (QCOM), and LG's X3 smartphone.
    | Feb. 13, 2012, 10:12 AM | Comment!
  • Feb. 10, 2012, 4:19 PM
    Motorola Mobility (MMI, GOOG), which last week won a German iCloud injunction, this week has a suit filed against Apple over a patent deemed essential to 3G devices dismissed. Meanwhile, Apple is suing Motorola for allegedly breaching a patent cross-licensing deal with Qualcomm (QCOM), a chip supplier to both parties, by asserting patents covered by that deal. Patent lawyers are doubtlessly pleased. (earlier)
    | Feb. 10, 2012, 4:19 PM | Comment!
  • Feb. 9, 2012, 2:08 PM
    HTC, which just posted a weak Q4, is adjusting its product strategy. As part of the adjustment, the company, which heavily uses Qualcomm's (QCOM) Snapdragon processors to power its smartphones, plans to boost its reliance on Nvidia's (NVDA) Tegra processors. Shipments of HTC phones featuring Nvidia's "Kal-El" Tegra 3 chip are expected to surge during 1H12. (previously)
    | Feb. 9, 2012, 2:08 PM | Comment!
  • Feb. 3, 2012, 2:25 PM
    Sprint (S) attempts to challenge the Kindle Fire by offering the ZTE Optik, a 7-inch Android tablet sporting a Qualcomm (QCOM) Snapdragon processor, for $100 with a 2-year contract ($350 without a contract). 3G tablet sales have lately failed to keep pace with the tablet market's overall growth, and that's proving a hindrance for Qualcomm and other wireless chipmakers.
    | Feb. 3, 2012, 2:25 PM | 3 Comments
  • Feb. 2, 2012, 11:27 AM
    Several wireless chipmakers are getting a lift from Qualcomm's (QCOM +3.1%) strong FQ1 report, and the healthy chip shipment data that accompanied it. Qualcomm's earnings call remarks about strong Chinese 3G uptake could also be helping, given existing fears about Chinese demand. SWKS +6.4%. TQNT +2.4%. MRVL +1.8%. SQNS +3.2%. SPRD +2.2%.
    | Feb. 2, 2012, 11:27 AM | Comment!
  • Feb. 2, 2012, 10:52 AM
    PTs on Qualcomm (QCOM +3.1%) move higher following its FQ1 beat and guidance hike, as booming smartphone sales translate into soaring chip shipments and royalties. Wells Fargo sees the migration from 2G to 3G networks, which still has a ways to go, continuing to increase Qualcomm's addressable market. During its earnings call, Qualcomm noted shipments of its high-end Snapdragon processors rose 120% Y/Y.
    | Feb. 2, 2012, 10:52 AM | Comment!
QCOM vs. ETF Alternatives
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.