Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: engineer who wrote (84188)	4/3/2009 12:43:15 PM
From: ggamer	1 Recommendation Respond to of 197306

Let me get something straight. I think very highly of QCOM's R&D and no doubt that they have accomplished a lot over the years and that is why I have invested in this company. However, I want people to stop bringing Snapdragon, Gobi, etc as examples of good R&D. A good analogy that I can think would explain what I am trying to say would be QCOM building a new type of shovel. No doubt that QCOM's new shovel would be a revolutionary and the best shovel in the field. But they fail when they try to come up with different ways of using that shovel in different applications. For example, QCOM might invest in a venture that would use the shovel in digging for gold and fertilizing your fields at the same time. In the dark days when no one knew such a shovel could have been invented, I think it made sense to come up with some useful applications. But not when every other company has or is in the process of coming up with cool application for the shovel. How many of QCOM's applications are used in the iPhone? Did any of the applications that QCOM invested in helped in development of iPhone? I am really not sure if we can make that case.