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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 155.42-2.5%10:02 AM EST

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To: JeffreyHF who wrote (102862)6/13/2011 10:59:35 PM
From: Jim Mullens5 Recommendations  Read Replies (1) of 197286
 
Jeffrey, re: “It's the source and significance of your complaint against today's NYT fluff piece that I fail to comprehend.”

You’re not the only one.

Wasn’t long ago when a positive piece was few and far between, and folks were bellyaching that the “PR” department was non-existent.

Now we get a few “fluff” pieces and ……… ”Courting media IS a 2011 theme.” Give me a break!!!

Mindy, where are you?

Now after the dust of those bitter battles settles, and QCOM surfaces to the top under their new management with NOK sinking fast and QCOM throwing a life preserver to their new management, one would expect a few more positive (“fluff”) pieces to hit the streets.

Q has sponsored Uplinq / BREW conferences for many years with this year’s event as crowded as ever and with attendance growing in recent years (per Modoff). I don’t know if attendance fees cover the bill or not, nor if certain media or analysts get complimentary tickets. At 2-3K attendees @ $300 bucks and other sponsor booths, QCOM may break even on the event. Breakeven or not, the event introduces developers to QCOM’s products (s/w – h/w) with the purpose of developing more applications for selling more 3G devices, especially Snapdragon enabled. Note, I read that 6,000 (six thousand) developers are now working with the QCOM Augmented Reality kits. I also recall Paul stating over 1 billion BREW enabled phones have been sold.

Snips from Modoff’s Uplinq report>>>>>>

“ Our first impression of this year’s event is that it was as crowded as we have ever seen it.
Attendance has been growing as Qualcomm’s role in the industry and the importance of
software developers have grown. In past years, the exhibition floor has usually been a large
number of software developers working with long ties to BREW. This year, the number of
larger companies was noticeable. Interestingly, a lot of component vendors had booths
including memory and touch screen vendors as well as testing companies and larger
software companies like Opera
(OPESF.PK, $6.50).

Another important, and not so subtle, trend has been the shift towards topics beyond BREW.
Qualcomm is essentially running two tracks for this show. On the one hand, they make the
point that the feature phone market is still large and the BREW ecosystem still has growth
and a large installed base to consider. The second track is focused on Snapdragon and the
features that the company offers developers through their own APIs to the silicon as well as
through the various OS vendors.
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