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.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Jim Mullens who wrote (145239)10/1/2006 5:33:26 PM
From: edwin k.  Respond to of 152472
 
Well put, Jim. So, it is LTBH that should be the "montra" for Q.
e.k.



To: Jim Mullens who wrote (145239)10/1/2006 7:31:40 PM
From: 100cfm  Read Replies (1) | Respond to of 152472
 
On the other hand, the Q’s competition appears to be going in the opposite direction, withdrawing from the CDMA2000 market place, reducing R&D expenditures, and using its resources to primarily buy back shares to enhance its EPS growth.

I disagree strongly with that. Q inspite of it's HUMONGOUS increase in R&D over the past 3 yrs is still getting it's butt kicked in UMTS. And it's super chips are still close to 2 yrs away, they are behind in 65nm, behind in low cost single chip solutions and are experiencing Carrier defections. I could be wrong on some of the items above and slacker can point them out but the net net is Q is not yrs ahead of the competition in anything other than pure cdma.

By the way where are the EU BREW conversions and FLO commitments. Lots of R&D money with little to show for it IMHO. You, slack and El are free to disagree.

With that said don't misunderstand that I don't think Q is a great company with unequalled potential. I just want to know when we get to jump for joy like RIMM shareholders. It's been a longtime since any of us has jumped for joy. In fact it was december of 99 when I was last hooten and holleren for joy.