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Technology Stocks : The New QUALCOMM - Coming Into Buy Range -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (5113)	5/3/2009 9:25:00 AM
From: carranza2	1 Recommendation Read Replies (1) \| Respond to of 9129

I don't believe Apple intends to make radio ASICs. As I appreciate it, its intentions are to make its own operating system ASICs. I don't see Apple horning into Q's business.

To: Maurice Winn who wrote (5113)	5/3/2009 2:25:43 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 9129

Imagine what they'll [Apple] do with their own ASICs It's becoming more apparent that Apple wants to design its own chips so that it can have iPhones that can't be copied. This is an apple trait from the earliest Apple II models. There are some problems, however. Any complex product needs time to work out any glitches, especially new chips designed by a company with very little history in this regard. Apple may be able to keep its iPhone unique by designing its own chips, but it's very likely that other companies with more experience, notably Qualcomm, will be able to produce a less expensive chip that does as much or more. Thus, it seems to me that Apple is making the same mistake it did when it first brought out the Macintosh in 1984 and would not permit any other company from even getting a license to make it. The end result was that a competing model, based on IBM designs for the PC and a much less sophisticated Microsoft operating system, became the world standard--by default. So I am not worried about Apple's direction; it will just help competitors like LG, which use a lot of QCOM chips. Art

To: Maurice Winn who wrote (5113)	5/4/2009 11:36:19 AM
From: Jim Mullens	1 Recommendation Read Replies (3) \| Respond to of 9129

mQ, re: QCOM - the last 5 years, and >>>> Profits haven't gone far and neither have dividends, so it makes sense that the share price would follow. The 5 year share price isn't very exciting. finance.yahoo.com It's not like the roaring 90s. >>>>>>>>>>>> A closer look suggests that the QCOM metrics mentioned have done quite well over the past 5 years. However, the general market conditions have not. The chart linked below reflects QCOM’s $/sh has performed fairly well (now at ~$43/sh, ~+59%) on a relative basis with the major indexes down over 30% over the past 5 years. With good general market conditions and if QCOM’s PE was at Fy03’s level (44%) we could be looking at ….. Thank goodness some of us experienced the QCOM benefits of the roaring 90's ---( a once in a lifetime experience?) Fy03 fy08 % inc/(dec) Rev 3.8B 11.1 +192% OPEX 2.3B 7.4 +222% Net Inc 0.8B 3.2 +300% Dividends 135M 982M +627% $/sh ye $26.9 $35.83 + 32% PE- ye 43.7 17.1 finance.yahoo.com