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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (62737)	4/17/2007 11:29:33 AM
From: limtex	Respond to of 197036

EL - Disagree totally. 1. Q is closely followed by a number of analysts many of whom have recently given the company strong support and price targets in excess of $50. They also have eps eaernings that are circa $2 for 07 and more for 08 without NOK....$2 or thereabout "weighs" good not "heavy". They also all know all about the litigation and don't consider it a problem. 2. Q has issued it sown guidance and it is good if not very good. PJ's London presentation was very illuminating especailly for the furture increases in speed of the various cdma decendants. Many of us beleive that mobile TV is going to be a huge winner. I was in Japan last week and I saw it and it is great. 3. Last year may have "weighed heavy" but this year nothing "weighs heavy" in fact things are beginnning to float light. Best, L

To: Eric L who wrote (62737)	4/17/2007 1:08:28 PM
From: waitwatchwander	Respond to of 197036

Having one of your posts attract a bullish spew from limtex is a peculiar change. I somewhat think you're right about HSPA. Jha pumped and failed to speedily deliver. I say somewhat because the PC card makers (Sierra, Novatel and Option) all followed Jha's lead last quarter and pumped their guidance for the later half of '07. In this area, it is execution that matters. As time rolls on, new issues will enter the arena and the EC matter has a "chance" of being overtaken by real actions. So far, it has been handsets shipping and judges speaking that has offered the most subsistent progress. Higher second half expectations are popping up everywhere. Broad failure to deliver could make for a sloppy overall market. Some may see '07 a lot like '97 (&'87?).

To: Eric L who wrote (62737)	4/18/2007 12:02:00 AM
From: Maurice Winn	Respond to of 197036

Eriq, Maybe we'll hear less about QUALCOMM having a monopoly? <We also have a forecast from QUALCOMM indicating virtually no growth in CDMA device sales this year. > With falling CDMA market share versus W-CDMA market share versus TD-SCDMA market share versus GPRS market share versus geostationary market share versus wifi, wimax, and any number of other technologies communication methods and whatnot, it doesn't look much like a monopoly. Other than owning a patent is a monopoly, and the intention of issuing patents is to give a monopoly for a short time. QCOM doesn't even have a patent monopoly because you can bet $10 to a knob of goat poop that China will pay no royalties on TD-SCDMA [and Nokia doesn't seem likely to either]. Nokia decides what the other patents are worth. Not very much so far. $20m plus 3 pages of terms and conditions thrown on the counter as they leave with the patents. Mqurice