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

QCOM 162.88

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To: Art Bechhoefer who wrote (93239)	7/19/2010 1:22:28 PM
From: DanD	1 Recommendation Read Replies (1) of 197217

I think Apple is about to travel the same route. That may be true, but I would bet it won't be until they reach, at least, 100 million iPhones a year worldwide and 30-40 million iPads, and then have no new "innovations" to put into the market. Personally I think a Q (GSM/WCDMA/CDMA2000/LTE) baseband in those 100 million a year worldphone iPhones would be big revenue for Q. I believe in the Android story too, and suspect it will outsell iPhones in the long run. But at a lower ASP, but higher ASP than the rapidly declining feature phones. And I am cool with that too. Dan D.

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