are the same brainiacs who were responsible for Q-phone, pdQ, Globalstar and cdma2000 going to spend that money on new R&D efforts?
QCOM has been pretty good about chopping off dead wood(e.g., infra, handsets), don't you think? Let's not write the G* and cdma2000 postmortems just yet, but you will surely get first crack at the job when the time comes. This market has forgiven co's for all kinds of blunders (viz. MOT w/IRIDQ); don't see why that won't happen w/QCOM.
it would be a better deal for QCOM shareholders if these engineers would spend their time watching Shopping Channel and eating Dorritos
LOL! Or perhaps writing silly posts on the message boards. Actually, many of them are probably doing just that as they have retired filthy rich from the past year. I agree that QCOM needs to extend its core compe-whatevers. Supposedly Snap-Track is a step in that direction. Is that kind of thing enough, given where the market cap has come to? I dunno. Will hope to gain more direction from the upcoming CC.
Dabbling in technologies outside their core competence of second-generation chipset design hasn't been such a hot idea so far.
As an IPR-centric co, QCOM may be in a bit better condition to suffer some minor blunders than those slugging it out in handsets and infra. Remember MSFT's "Bob". Lots of blunders like that. QCOM can lose many battles as long as it wins the war. Whether it will win the war or not is the more important question, I think. |
