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

To: planetsurf who wrote (90229)	3/12/2010 12:19:51 PM
From: mindy1968	5 Recommendations Read Replies (1) \| Respond to of 197145

Planetsurf and Neeka - I fully agree - only when I say it, I get royally critized.

To: planetsurf who wrote (90229)	3/12/2010 12:26:18 PM
From: lml	Read Replies (2) \| Respond to of 197145

I think QCOM has gotten the message that it needs some focus on marketing judging from PJ's comments @ CES. The message he expressed was that (& I paraphrase) "QCOM's technology is/will be not only in mobile devices, but in all these new consumer devices now coming to market, but the consumer does not know who are. They only know of Qualcomm stadium." I infer from PJ's comments the company has got the message that it needs to begin to market itself to the consumer, establish in their mind some level of brand awareness. The message QCOM might wish to establish with the consumer is that if the device is built with QCOM technology, it is built with superior technology (v. competing technogolies).

To: planetsurf who wrote (90229)	3/12/2010 7:23:45 PM
From: quartersawyer	2 Recommendations Respond to of 197145

Well, maybe it's because that isn't your expertise!! Maybe it's not marketing, maybe it's earnings.

To: planetsurf who wrote (90229)	3/12/2010 10:07:11 PM
From: Maurice Winn	2 Recommendations Read Replies (1) \| Respond to of 197145

With the P:E as it is, and without the stellar profit growth which should be happening as the tsunami of 3G arrives, the share price looks about right. It could be $50, but it could reasonably be $30 while shareholders and potential buyers wait to see if the promised profits do arrive as expected, or we get more of the increasing costs, stock options, legal debacles and what have you eating up the income. Given the booming 3G demand, the share price could reasonably be $82.82, but it's understandable that it isn't. The great new profit prospects of BREW, FLO, mirasol, Snapdragon, Gobi have either fizzled or are underwhelming. Meanwhile, expenditure booms. What spectacular new thing is on the horizon, or preferably looming into the present? Nothing really. Firethorn is no big deal. Mirasol seems like the best bet and that's still in the wishful thinking category while we find out what they actually cost to make and the details of in-use operation. I like femtocells, but the margins on those aren't likely to be phenomenal. I haven't bought another Tonka Truckload of QCOM so I obviously don't think that it's a bargain basement price at present. Keeping an eye on what we actually do, rather than say is a good guide to what we really think. Mqurice