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

QCOM 174.81

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Dec 26 9:30 AM EST

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To: FJB who wrote (107575)	12/6/2011 11:15:36 AM
From: slacker711	Read Replies (1) of 197036

The new Amazon tablets are expected in the first half of 2012, which puts them ahead of the Krait launch. You are right that there are rumors about a new 9"/10" tablet in the near-term but I was just guessing that Amazon would likely wait until the fall of 2012 for a new 7". Q should be commercially shipping both the MSM and APQ versions of Krait by then. ICS hasn't even come to market yet, so I would say you have not seen anything yet as far as tablet competition goes. It has not started - not even close. ICS looks very cool but I dont think that it is going to remove the price cap that Apple has effectively created on the high-end. IMO, a $500 Galaxy tablet is still going to have a tough time competing against the iPad and none of the first-tier manufacturers will be able to compete with Amazon on price. It isnt that there wont be any market for these manufacturers, just that there are going to be a ton of manufacturers splitting a fairly small share. Slacker

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