Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mindy1968 who wrote (90986)	4/22/2010 11:49:03 AM
From: planetsurf	2 Recommendations Read Replies (1) of 196564

I believe the reason that the execs at Q were so tired and downbeat is because they have NOT been able to rein in a deal with Apple, the company that is going to rule wireless. Reading tea leaves is tough. I think the whole "they seemed so down" thing is much ado about nothing. There are a million reasons someone sounds low-energy -- some potentially good for our investment, some bad, some have nothing to do with it. Did anyone invest in Q because they thought they were great salesmen?? Substance wise -- they are not executing as well as most of us expected. Not terrible imho, but things DO seem to be coming off track a bit. MediaFlo, Snapdragon late, Mirasol ... things languishing too long and not replacing the slow deflation in ASPs and competition. Personally, I still see 1 more moderate POP to the stock -- EVERYTHING is going wireless and Q is still the big dog.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next