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

To: Art Bechhoefer who wrote (93239)	7/19/2010 12:29:01 PM
From: JeffreyHF	4 Recommendations Respond to of 197214

If a multi-mode Qualcomm baseband were in every iPhone worldwide, that would indeed be a huge revenue generator.

To: Art Bechhoefer who wrote (93239)	7/19/2010 1:22:28 PM
From: DanD	1 Recommendation Read Replies (1) \| Respond to of 197214

I think Apple is about to travel the same route. That may be true, but I would bet it won't be until they reach, at least, 100 million iPhones a year worldwide and 30-40 million iPads, and then have no new "innovations" to put into the market. Personally I think a Q (GSM/WCDMA/CDMA2000/LTE) baseband in those 100 million a year worldphone iPhones would be big revenue for Q. I believe in the Android story too, and suspect it will outsell iPhones in the long run. But at a lower ASP, but higher ASP than the rapidly declining feature phones. And I am cool with that too. Dan D.

To: Art Bechhoefer who wrote (93239)	7/19/2010 2:09:40 PM
From: BoonDoggler	2 Recommendations Read Replies (1) \| Respond to of 197214

Art, Did Pierce Arrow come up with new types of cars that basically built new industries? Apple came up with the iPod. Not a new invention, but they built an existing device well enough, and backed it up with infrastructure, and created a huge business. iPhone - They have basically defined what a smartphone is, and built a huge business around it. iPad - again, they have defined what tablets are, and are already hugely successful at it. Do you get the feeling that Apple folks are sitting around saying 'sooner or later, they'll buy an Apple'? I don't. Your comparison seems awfully simplistic.

To: Art Bechhoefer who wrote (93239)	7/19/2010 5:46:29 PM
From: N.Novick	1 Recommendation Respond to of 197214

"bigger news for QCOM than just an iPhone" Art, I am coming around more and more to see the point you are making. If Apple was on Verizon now or earlier, I am beginning to appreciate that it would have blunted the development of the Android ecosystem. I suspect eventually Apple will be on CDMA systems to get deep into Asian market. If it happens, there will be several robust OS systems. BTW, the Apple discrimination vs CDMA is also very notable on iPad. iPad (so called) 3G only works on T-Mobile or AT&T (i.e. systems that were GSM in 2G). It will not work on a system like Sprint or Verizon that was based on 2G CDMA. Ironic that in this country Apple became one of the biggest manifestations of the biased GSM 'market externalities' protecting market vs CDMA. This is also why the network performs so absolutely terribly for iPhone right now. Who would have thought Apple would be the new Ericsson or Nokia. Hopefully, the story eventually ends the same way.