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 : Technical analysis for shorts & longs
SPY 692.27+0.3%4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Clint E. who wrote (20365)3/26/1999 11:25:00 AM
From: Johnny Canuck  Read Replies (1) of 69794
 
QCOM upgrade:

Message 8537195

I am not sure I agree with the target as the infrastructure sales
are just being transferred to ERICY. They get a slightly better margin
due to the lack of the losses from the division. They don't get any new handset sales or ASIC sales as ERICY intended to make their own and that is a year away. There may be some phones purchased from QCOM short term, but ERICY managment seems to be stubborn about doing their own thing.

Now that the major battle is over, QCOM has to show they can consistently make money and compete against their licensees.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News