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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 156.34

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Jan 21 3:59 PM EST

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To: ggamer who wrote (84168)	4/3/2009 11:42:09 AM
From: engineer	1 Recommendation Read Replies (1) of 197306

and how good a view of the business do you have? Perhaps the basic vanilla cellphone stuff is flat. Perhaps the Mediacal is the fastest future growth place? Netbooks will be the fastest growth next year, even so much so that the people who put in Fiber are already panicing that the LTE will start swamping hte backhauls. How much stability is there in the total license revenue 10 years out? It is good today, what does it look like 10 years from now? The seeds of change take many years to grow. The snapdragon was done 4 years ago when they were prototyping 65 nm tech. It was done as a one stop shop for the smartphones. but as you see, the smartphones have now morphed into netbooks. Did they see netbooks 4 years ago? Not sure. But this and the dual 1.5Ghz models are going to make a whole new revenue stream. Did you criticize them 4 years ago on Snapdragon R&D costs and "playing around?" BTW at the show, I found 4 people using snapdragon in 12 monthstimeframe and a bunch more using Gobi or outright Selling Gobi (OPtion wireless). Just asking questions......

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