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

To: mindy1968 who wrote (90286)	3/16/2010 7:21:19 PM
From: BoonDoggler	5 Recommendations Respond to of 197214

1. Qualcomm customers Nokia and Samsung are diversifying their chipset suppliers Doesn't Nokia diversifying chipset suppliers result in Q increasing share of Nokia's business? 2. Infineon is gaining momentum by supplying chipsets for Apple’s popular iPhone. With Apple's iPad having a Apple A4 chip inside, I don't see Infineon gaining momentum, at least at Apple. I think these guys like to spout stuff so they can put their little widget up so people can play with the graph line, making them seem sophisticated, but I don't put much credit to their opinions.

To: mindy1968 who wrote (90286)	3/16/2010 7:29:19 PM
From: sag	1 Recommendation Respond to of 197214

Trefis has it's collective arses up it's MIT(a few perhaps)AH's. Qualcomm is driving pricing not their respective (or lack of)competitors.