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  • India imposes net neutrality rules, bans Facebook's Free Basics service  [View news story]
    Nope not in India. Whatsapp is the king in India! which is owned by FB anyways.

    The point of this to keep Internet neutral. FB lost on huge troves of data which they were going to gather by being Man in the middle.
    Feb 8, 2016. 01:06 PM | 1 Like Like |Link to Comment
  • Qualcomm: The Looming Alliance With Google  [View article]
    Let's see how Qualcomm's offering compares against Xeon D.

    I agree Qualcomm's SoC needs to be better than Xeon D to make any dent in Intel's margins. But I think its all about power/perf ratio. If Qualcomm's server SoC provides less overall power at similar performance then I definitely see Google making a run with Qualcomm's server SoC!

    I'm not sure about 3DXpoint, if that helps in servers? But would be interested in learning.
    Feb 5, 2016. 08:19 PM | Likes Like |Link to Comment
  • Qualcomm: The Looming Alliance With Google  [View article]
    Qualcomm makes money or not is secondary. But Intel's profit margins in datacenter will plunge in coming years so watch out for it!!

    I think ARM will win eventually. The breath of research and development ARM companies do together is far more than what Intel is capable of. Until more minds make better things. Just like in Mobile market, ARM will eventually come out on top!
    Feb 4, 2016. 04:45 PM | 2 Likes Like |Link to Comment
  • Ubiquiti Networks beats by $0.07, beats on revenue  [View news story]
    I'm hoping this would be breakout for this undervalued stock!
    Feb 4, 2016. 04:37 PM | 2 Likes Like |Link to Comment
  • Microsoft Ditches ARM On Its Smartphone Lineup?  [View article]
    A piece written on pure speculation with No substance. It would be interesting when a Surface phone drops with a Qualcomm SoC!
    Feb 3, 2016. 08:03 PM | Likes Like |Link to Comment
  • Microsoft Ditches ARM On Its Smartphone Lineup?  [View article]
    keep on Dreaming that MSFT is going to ditch Qualcomm for smartphone. Best SoC makes best phones. MSFT is not going to win it with Intel's DOA SoC's!
    Feb 3, 2016. 08:00 PM | 2 Likes Like |Link to Comment
  • Qualcomm/ARM outperform, Intel underperforms after Google server report  [View news story]
    Number of things,

    1. leverage of CPU team. Also going from bottom up gives them a power advantage while design big cores which will be needed to compete with Xeon.
    2. SoC arch. this one is very important and Qcom has had by far the biggest lead in it since a long time. I would be interested in seeing how Qcom's server SoC competes against Xeon D.
    3. And lastly foundries. They will be willing to give qcom big discounts to get a pie of server market.

    So all in all if Qcom executes then their chances of making money are good.
    Feb 3, 2016. 02:15 PM | 6 Likes Like |Link to Comment
  • Qualcomm/ARM outperform, Intel underperforms after Google server report  [View news story]
    Qualcomm is more likely to make money thanks to its scale in Mobile Market. I can definitely see Intel Margins getting hammered even if Qualcomm doesn't make money. Not good for Intel.
    Feb 3, 2016. 01:33 PM | 6 Likes Like |Link to Comment
  • Qualcomm/ARM outperform, Intel underperforms after Google server report  [View news story]
    Next would be Virtual Reality!!
    Feb 3, 2016. 12:52 PM | Likes Like |Link to Comment
  • Qualcomm: Growth Is Dead  [View article]
    I would argue that 5SE will increase Qualcomm royalties as there are ceiling to How much royalty Qualcomm collects. if you look at previous Korea case then it was around $20. you can calculate the ceiling based on this. I was just today reading the report for 2009 Korea investigation. I will link it here once I'm on a laptop.
    Jan 28, 2016. 11:37 PM | Likes Like |Link to Comment
  • Qualcomm: Growth Is Dead  [View article]
    Just to add, it would be really hard to prove that Qualcomm is hurting competition when it hasn't hurt competition for past 20 years. In fact Samsung, LGe are big today thanks in part to Qualcomm licenses technologies.
    Jan 28, 2016. 11:34 PM | 3 Likes Like |Link to Comment
  • Qualcomm: Growth Is Dead  [View article]
    EU is not investigating Qualcomm's licensing practices. Taiwain is also only looking if Qualcomm complies with Local law. It never said it is investigating anything specific.

    Also, EU will never come after Qualcomm's licensing model. A lot of EU companies benefit from the same e.g Ericsson and Alcatel Lucent, Nokia to name a few.

    Also, all these countries are Democratic so it gives Qualcomm much more options to fight especially challenges to device level royalties which Qualcomm has used since its inception.
    Jan 28, 2016. 11:33 PM | 2 Likes Like |Link to Comment
  • Qualcomm: Growth Is Dead  [View article]
    SE, you need to read Chinese settlement. Those terms only apply in China. Outside China all the OEM's Chinese or non Chinese pay full royalty rate. So there was essentially no royalty reduction. In fact Qualcomm got a green light to collect royalties in China which it wasn't allowed earlier especially for 3 mode devices.

    Now the south Korea investigation is interesting as in it tries to challenge a working business model to benefit few greedy OEM's (aka Apple/Samsung) and Q's competitors who can't compete (aka Intel/Broadcom). All these corporations have enough money to compete against Qualcomm but they failed repeatedly. So its going to be hard to prove Qualcomm wrong here. But I'm sure the KFTC is definitely going to do something to benefit Korean OEM's. so there might be some negative for Qualcomm. But it remains to be seen what is the outcome. Also, KFTC laws only apply in South Korea which is a very small country.
    Jan 28, 2016. 10:38 PM | 4 Likes Like |Link to Comment
  • Qualcomm: Growth Is Dead  [View article]
    @luckylalo the profits dropped due to S810. Which is still the dominant chip in product miss. Obviously selling a chip which underperforms requires reducing margins. I would value this stock on how the quarter after this is guided.
    Jan 28, 2016. 08:50 PM | 1 Like Like |Link to Comment
  • Qualcomm: Growth Is Dead  [View article]
    Next Quarter when S820 revenue starts getting realized, there will be a turn around. And then a hoard of seeking alpha articles will say its a buy. All rumors indicate that S820 looks great. All these profit decline is due to S810 and the flawed 20nm TSMC process.

    This might be one of the best stocks of 2016. The only big unknown which swing this stock down is what happens in South Korea investigation. If somehow the big guns ( viz Apple, Samsung, Intel) succeed in convincing South Korean regulators for getting away from device level royalties then it would be real blow to Qualcomm business and Qualcomm could even head to bankruptcy. Since majority of Qualcomm profit comes from licensing and destroying that business is only way to stop this juggernaut which is getting ready for 5g and IOT.
    Jan 28, 2016. 08:18 PM | 4 Likes Like |Link to Comment
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