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

To: JeffreyHF who wrote (102196)	5/25/2011 9:46:45 AM
From: Art Bechhoefer	2 Recommendations Read Replies (1) \| Respond to of 197286

Jeffrey--The point I was making is that merely "working on" something is different from producing results; i.e., actual revenues from what they're "working on." What we are seeing so far is Qualcomm performing below its potential. Snapdragon, theoretically the best performing processor with low power requirements, is still a second class chip when compared to the ARM based chips in handsets and tablets. High performing MSM chips are found in only a handful of devices, compared with lower performing, older MSM chips, such as the chip used in the iPhone4. All the neat features we hear about in new chips are still in the "working on" stage. And as for Atheros, again the potential is there, but where is the product? No wonder the stock is going nowhere. Art