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

To: badger3 who wrote (98562)	1/18/2011 8:45:53 AM
From: waitwatchwander	Respond to of 196493

It's not dual core CPUs I was commenting on but dual GPUs, There is a big difference in use, design and future. GPU design was likely a better example of an area where QCT slipped. I only picked Smartbooks because you noted it in the post to which I responded. The big A win may be a big hit. It's a pity it has yet to be confirmed by either company. We patiently wait. If one counts all costs (not just pro forma), I don't believe they are booking record profits. At some point in the coming quarters we're likely to see the biggest writeoff in the company's history, although that is likely to be delayed until their next fiscal year end. Don't get me wrong, At this point, I am a comfy camper. I just try to see the whole picture and not just the happy parts.