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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 (102194)	5/24/2011 6:49:31 PM
From: JeffreyHF	7 Recommendations Read Replies (1) \| Respond to of 197284

Atheros will be accretive in FY 12, which begins 10/1/11. Nokia must be ordering Qualcomm chips already for its first Mango phones.When you speak of start-up technology like Mirasol, you are comparing apples and oranges to Atheros and Nokia. I suppose you'd rather they not supply Nokia, and not acquire Atheros' profitable business. That would be a great plan for decline.

To: Art Bechhoefer who wrote (102194)	5/24/2011 8:10:36 PM
From: BDAZZ	2 Recommendations Read Replies (1) \| Respond to of 197284

Is there a recent report showing a big decline in institutional holdings?

To: Art Bechhoefer who wrote (102194)	5/24/2011 10:24:05 PM
From: Jim Mullens	9 Recommendations Read Replies (1) \| Respond to of 197284

Art,re: huge gap/ soured on QCOM There is a gap between "is working on" and "has increased revenues." This, together with a weak world economy, where even China's output is decreasing, is the main reason why institutional investors (whose trades set prices) have soured on Qualcomm and a host of other tech companies. >>>>>>>>>>>> Seems to me over the past year the company has often spoken of increasing long term growth (revenues /EPS ) ---harvesting the heavy R&D over the past several years (snapdragon, gobi, and supporting virtually every OS on the map while picking up Apple & MSFT/NOK wins in addition to Android, Blackberry and HP/Palm). Perhaps you also missed Modoff’s latest wherein he’s projecting WCDMA share growth from 37% last year to 60% in 2013. And this is on top of 95% ?? CDMA2x share. A quick check on Yahoo reflects ~ a 30% growth in QCOM revenue from FY10 actuals thru FY12 consensus estimates (which Q has a habit of recently beating). A quick check of Yahoo charts shows QCOM “ holding up fairly well “ against the general market. finance.yahoo.com So who’s soured on QCOM, you or….., … or is the market itself “souring” / taking a break waiting to figure out the Fed / Adm ( deficit, debt limits, entitlement reform, gas prices, food / commodity inflation, mid-east crisis, Euro credit fiasco, Japanese tragedy, Midwest floods/ tornadoes, etc, etc, etc……. / ….or it could be worse……wasn’t the world supposed to end the other day???????????????