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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 (93252)	7/19/2010 9:54:06 PM
From: DanD	1 Recommendation Respond to of 197253

Art, I am sure you don't read much of what I write around here (not that I blame you), but if you did you would know that I am a big proponent of Android for Q for a number of reasons. Snapdragon being one of them. I believe it is currently one of the big growth opportunities for Q. I also buy into Snapdragon in as many Android phones as possible. But unfortunately that has not been as many as I had hoped. I believe Snapdragon will be lucky to get 25% of the high end Android smartphone market. (And most of that from HTC). I suspect that Snapdragon might do better when the inevitable Android price war starts. Even if the Smartphone market grows to 500 million phones in the next few years, that will still leave 1.5 billion phones up for grabs. 2 billion phones a year is probably the max for the next few years. So that's 400 million smartphones + 1.5 billion (other), or 1.9 billion phones per year phones that probably won't have Snapdragon inside. And that is where the other big growth opportunity comes in. LTE. Q needs to execute on an LTE baseband, become the gold standard, and combine that with as many flavors of GSM/WCDMA and CDMA/EVDO that it can. Get that baseband in as many of the non-Snapdragon Android (Mot, Samsung) and Non-Android (iPhone, Blackberry, Nokia, Palm, Windows 7 etc...) phones it can. It has to actually ADD value to the value chain by making LTE a must have feature for the rapidly growing data hungry mobile internet user segment. In short it has to be faster and better to market than it was with WCDMA. Sorry to make you read all that. Dan D.