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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 165.24-2.4%3:59 PM EST
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To: Jim Mullens who wrote (146015)5/8/2018 12:45:06 PM
From: sbfm1 Recommendation

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Qurious

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"Qualcomm’s previously signalled it wants to control costs. And the effort required to build an ecosystem around a CPU family is substantial. Intel goes to considerable lengths to make Xeons relevant, cutting custom products for big buyers and ensuring each new generation of its products is tuned to emerging workloads"

So, Q embarks down a multi-billion dollar effort and now reverses course and needs to cut costs. All the signs of a desperate management - throw money at a wall, hype the promise, write off the deal. After all, who could possibly have known the amount of money needed to unseat INTC? This is Marisol 2.0. Spending money and leaving the planning to later; may work in a new potentially huge market where speed to market is key. Does not work when trying to take down the near monopoly player (and think of this: INTC keeps its prices high because of the lack of competition; what would have happened when it cuts its prices to address the new competitor?)

Looks like a lot of financial engineering is in the works.
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