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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 (90986)	4/22/2010 11:49:03 AM
From: planetsurf	2 Recommendations Read Replies (1) \| Respond to of 196545

I believe the reason that the execs at Q were so tired and downbeat is because they have NOT been able to rein in a deal with Apple, the company that is going to rule wireless. Reading tea leaves is tough. I think the whole "they seemed so down" thing is much ado about nothing. There are a million reasons someone sounds low-energy -- some potentially good for our investment, some bad, some have nothing to do with it. Did anyone invest in Q because they thought they were great salesmen?? Substance wise -- they are not executing as well as most of us expected. Not terrible imho, but things DO seem to be coming off track a bit. MediaFlo, Snapdragon late, Mirasol ... things languishing too long and not replacing the slow deflation in ASPs and competition. Personally, I still see 1 more moderate POP to the stock -- EVERYTHING is going wireless and Q is still the big dog.