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Technology Stocks : The New QUALCOMM - Coming Into Buy Range
QCOM 168.30+0.1%3:14 PM EST
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To: slacker711 who wrote (5166)5/8/2009 9:45:20 AM
From: carranza24 Recommendations  Read Replies (1) of 9129
 
Applications requiring more processing power will IMO be the next wireless frontier. Apple has it exactly right, Q is sucking wind on this angle.

But applications are not Q's strength because Q has always focused and done well with how wireless functions while firms like Apple focus on what wireless devices do.

Getting these increasingly complex applications to work seamlessly and at lightning speed is where I see that Q's advantage lies, particularly as these increasingly sophisticated devices and applications will become not just playthings of the affluent but necessities. The market for them will be enormous.

The iPhone is a great example of a terrific phone working on a terrible standard. And it is a great success. Imagine the iPhone on a top notch Verizon network optimized for lightning speed.

The market for these devices will be huge.

I think your vision of what a cellular device can do is accurate but a bit restricted. Apple's imagination and design/marekting talent [the Apple applications stores you see in major urban areas was a brilliant idea; they will become much more numerous] coupled to Q's wireless engineering skills will drive wireless computing to places we cannot yet imagine.

The standard will be set by these two.

That is where I see wireless things going FWIW.
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