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

QCOM 169.27

-4.8%

Jan 12 3:59 PM EST

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To: GO*QCOM who wrote (109201)	2/1/2012 10:54:15 PM
From: Maurice Winn	3 Recommendations Read Replies (3) of 197177

Mirasol stampede coming. There seems to be a growing realisation that mirasol is not just good, but really really good [for its purpose]. Last one in is a monkey's uncle. My guess is that discussions about who gets how many screens are reaching fever pitch behind the scenes. HTC, Nokia, Apple, Samsung and swarms of others will have been casually thinking they'll keep an eye on that new-fangled ereader thingy from Qualcomm. Lately they'll have been thinking "Hmmm, there seems to be some serious interest. We'd better offer to rescue Qualcomm by offering to take a million or three for a bargain price." No doubt they are shocked to find the answer is "Would you like to go on back order for product from our third factory which will be likely to start production late 2013 or wait around for 2015? The prices are actually a little higher than you were thinking. Sorry, we have firm contracts for product available this year and next." Mqurice PS: A review of mirasol/Kyobo here: goodereader.com

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