SI
SI
discoversearch

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.
Strategies & Market Trends : Fundamental Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: bruwin who wrote (3223)8/9/2013 10:32:47 PM
From: Spekulatius  Read Replies (1) of 4719
 
I'd rather stay away from QCOM. while QCOM may be agnostic to AAPL's market share losses, they do have exposure to the smartphone market, which is rapidly maturing, as is evidenced by the falling Average selling prices. Falling ASP's hurts everyone involved, the smartphone producers and over the long run, even more their suppliers. That trend will hurt QCOM in the long run.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News