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  • Update: Qualcomm's Timely Acquisition [View article]
    I wonder if Qualcomm can pay for a foreign company with the offshore cash so there would be less to repatriate.

    For some reason, this was not done with Indian spectra acquisitions.
    Oct 15, 2014. 02:25 PM | Likes Like |Link to Comment
  • Qualcomm: A Growth Stock For Investors [View article]
    I presume Mr Taylor price is split adjusted.

    Long since 1998

    The Morningstar data quoted regarding cash must not take into account off shore cash; last I recall QCOM had $31 Billion in cash and short term securities
    Feb 11, 2014. 08:20 PM | Likes Like |Link to Comment
  • Qualcomm: An Industry Leader Pegged For Sustaining Dominance [View article]
    market share may go down somewhat but the market is ex-pand-ing, unlike the PC market.
    Dec 25, 2013. 11:28 PM | Likes Like |Link to Comment
  • Qualcomm May Follow Apple South As iPhone Volumes Decline In 2014 And Beyond [View article]
    Mr Blair,

    I would have presumed you would have boned up Qualcomm after being taken to the woodshed on yesterday's article, but since you were compelled to write another I can guess the allure of paid hits of your articles seems more important than your credibility.

    As to your smartphone growth, here is the opinion of Paul Jacobs from the SA transcript of the analysts' meeting.

    "And so of course there has been the speculation in what's going on in smartphone market. Let me just say the numbers are still staggering, I mean 7 billion cumulative smartphone shipments projected between 2013 and 2017, 1 billion smartphone shipments in 2013. I think the second quarter; the numbers were up 47%, 225 million smartphones shipped. So you don't go from 45% to 0% growth. We continue to see this growing very strong. In fact we see 20% CAGR across the Board between 2012 and 2017. So this obviously is very aligned with our business in terms of driving the chipset business, driving the licensing business."

    Do you think people with feature phone don't upgrade to smart phones??

    As to your statement " if iPhone growth is good for Qualcomm, iPhone decline must be bad"...No, Qualcomm is the arms merchant for all the vendors. Qualcomm sells more silicon to Windows Mobile and Android suppliers than Apple.

    Apple wins, we sell a lot of chips and collect royalties. Android or Windows, see sell even more chips and collect royalties.
    Dec 11, 2013. 08:06 AM | 1 Like Like |Link to Comment
  • Avoid Intel, Buy Qualcomm Instead? - Part 2 [View article]
    I own a lot more qualcomm than I do Intel each for over 15 years

    see chart to see how it has turned out.

    Now it should be different, when Q has an enormous head start??
    Sep 3, 2013. 09:07 PM | Likes Like |Link to Comment
  • In a slight reversal of fortune, the ITC has ruled AT&T's versions of the iPhone 3GS (AAPL) and iPhone 4, and the 3G versions of the iPad 1 and 2, violate a standards-essential Samsung (SSNLF.PK) patent, and has issued a limited U.S. ban order. The ruling, which only covers 3G Apple hardware not relying on Qualcomm (QCOM) baseband chips, is final, but Apple can appeal to a federal court and/or ask the White House to intervene. Apple might also demand the patent be licensed under FRAND terms. U.S. iPhone 4 sales are still meaningful (for a few more months, anyway), but 3G iPad 2 sales are likely miniscule, and the 3GS and original iPad have been discontinued. AAPL -0.7% AH. (official ruling[View news story]
    So, buying chips from QCOM affords patent protection for carriers as their chips are sold with extensive cross licensing pre-arrangements.

    What a great sales pitch for QCOM versus its competitors, particularly Intel which bought Infeon, whose baseband chips apparently are not so bullet proof.
    Jun 5, 2013. 02:01 AM | Likes Like |Link to Comment
  • Qualcomm Succeeds Where Cisco Fails [View article]
    I have continued both stocks prior to dot com.

    My comment regards to Qualcomm's push with small cells to get 1000x more bandwidth, the size of a pack of cards to be a local basestation to handle cellular traffic nearby as mentioned by Paul Jacobs recent interviews including 2 days ago on Charlie Rose.

    Perhaps this increased functionality in the router mentioned by the author are the small cells or their precursor?
    Jan 4, 2013. 04:44 PM | Likes Like |Link to Comment
  • Qualcomm (QCOM +1.9%) is trading higher after BMO argues the Q3 results (I, II) of mobile phone OEMs suggest the company's December and March quarter EPS will be well above expectations. Apple's iPhone beat matters more to Qualcomm than its iPad miss - though designed into the 3G/4G iPad, Qualcomm's iPhone exposure is easily higher. FQ4 results arrive on Nov. 7. [View news story]
    samsung had a very strong quarter in Mobile which should also play into Qualcomm's results
    Oct 27, 2012. 06:31 AM | Likes Like |Link to Comment
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