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

To: somerlondon who wrote (92290)	6/9/2010 11:12:25 AM
From: matherandlowell	4 Recommendations Read Replies (1) \| Respond to of 196612

"QCOM needs to focus on core competency and also invest in ways to generate new revenue (mirasol, flo, etc) - obviously not all (maybe very few) will be winners." Well said. Agree that 3G will be the workhorse for all things mobile for the foreseeable future with supplementation by 4G on a population density/data traffic density basis. On many levels, things couldn't be working out any better for Qualcomm. Even the absence of a Verizon iPhone seems to have distinct advantages as it allows the emergence of a strong alternative and thus guarantees that market diversity not hegemony will guide smartphone adoption. Paradoxically, the arrival of a Verizon iphone will likely correlate with higher stock prices for QCOM even though Q's earnings/handset might be higher with the Droids. I continue to believe that the current rain on QCOM's parade is coming from clouds of macroeconomic concerns and not from overspending on possible future technologies. Is it reasonable to expect QCOM's growth to proceed unfettered while the rest of the world faces the prospect of economic meltdown? The truth is that QCOM's management might be doing a great job building its economic house, but if it is raining outside, all the houses get wet. We should acknowledge that we are more prone to criticism when the price of the stock is low. This is an excellent time to accumulate this stock assuming that the threat of worldwide depression soon passes. But because predicting the world economy is considerably less certain than predicting the shift from 2 to 3G, our final judgments on whether this is a good time to buy (or a good time to hold) will necessarily be, as usual, retrospective. j.

To: somerlondon who wrote (92290)	6/9/2010 11:46:17 AM
From: engineer	Respond to of 196612

all are right on. 2G systems are being sold in bulk to the thrid world and as we continue to build teledensity, these systems will be around for another 25 years. All the 2G stuff being ripped out to build 3G stuff is beong sold pennies on the dollar to China and India and Africa. In 10 years, these nations will start to emerge as major players in world economy. As such their investments in infrastructure will dictate roaming abilities. I see 1x and GSM around until at a min 2025. Also, if you plot the number of people who are cellphone based it has been rising each year very fast. Right now, in the under 30 crwod, I would estimate it to be 30% cell phone only. In 10 years, wireline will be pretty much gone as a basic commidty. (On this note, should we be demanding a lifeline rate on basic cell service which is offered to people like the wireline people have to do?) Also, in the future, I see the locaiton of ones data and security of ones datta to be a large issue. I think we will all have a connected "location" that we rely on for all our central data and all these devices will be able to access it from anywhere, like a new version of NAS store, which is available from anywhere, any time.