Seeking Alpha


Send Message
View as an RSS Feed
View mfoxIPR's Comments BY TICKER:
Latest  |  Highest rated
  • Qualcomm (QCOM) is ending production of its Mirasol color e-ink displays, and will focus on licensing the technology to third parties (assuming someone is interested).  E-reader analyst Nat Hoeffelder notes Mirasol has long struggled with low yields. But it was only last year that Qualcomm announced it would invest $1B in a Mirasol plant. This is the latest in a line of failed investments for Qualcomm: others include Globalstar, FLO TV, and Indian 4G spectrum. (previous)  [View news story]
    Has anyone every been to CES or visited QCOM in SD and seen Mirasol in action? The technology is arguably better than e-ink in some regards (OK for illustrations for books etc.) as it's not black and white but in no way is it comparable to LCD, OLED, or other technologies for mainstream applications. Lab 126 screwed around with it for too long and that's why the first edition of the Kindle Fire had to be ODMed. Thankfully AMZN will fix this shortly and have a credible product out the door soon. The acquisiton of ATHR by QCOM was much more in line with their overall technology direction, too bad Airgo couldn't cut the mustard...
    Jul 24, 2012. 01:13 AM | 1 Like Like |Link to Comment
  • Apple TV - Destined To Be Mediocre [View article]
    The real question is if/when Apple does a real TV, whcih they certain have been seriously working on. The problem with that product is manyfold. They are entering a crowded and mature market, which maybe isn't a killer as you could have said the same thing about the cell phone market before the iPhone. However the biggest problem is replacement cycles. The iOS, and also Mac, products have typically two year replacement cycles, with one year for the early adopter crowd and longer for the late adopters. TVs on the other hand, have 7-10 year replacement cycles, and probably longer for something of the quality that Apple would put out. Thus although the market is large, and the ASPs are high, so even a small market share would be significant revenue, it still won't be as lucrative long term as the iOS devices.
    Jun 22, 2012. 05:06 PM | 1 Like Like |Link to Comment