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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 (102693)	6/7/2011 1:03:59 PM
From: Eric L	3 Recommendations Read Replies (1) \| Respond to of 197287

MediaTek Competition ... Art, << Qualcomm is the largest fabless chip producer and sells more chips for wireless devices than any other firm. >> While I don't have hard numbers at the ready I believe that in unit terms Taiwan's MediaTek was the big seller with ~400 GSM basebands shipped in 2010 was the biggest seller of wireless ICs last year. Of course MediaTek was selling to bandit gray market manufacturers that pay no tax and pay no royalties as well as selling to a very large base of Asian manufacturers that serve the legitimate market and produce white label phones as well as branded devices from ZTE and Huawei. MediaTek produce quality ICs and reference designs and they are expanding the 2G & 2.5G GSM line into 3GSM and smartphones rapidly. They can't be overlooked and can't be taken lightly. Cheers, - Eric -

To: Art Bechhoefer who wrote (102693)	6/7/2011 1:40:41 PM
From: engineer	7 Recommendations Read Replies (1) \| Respond to of 197287

a 15% increase in revenues in a MATURE business is amazing. A 15% increase in a totally new up and coming business wiht no competition is to be expected and actually poor performance. So do YOO expect Intel to get a 15% increase next year? microsoft? IBM? Yea, I thought not...

To: Art Bechhoefer who wrote (102693)	6/7/2011 1:47:52 PM
From: engineer	Respond to of 197287

look at the 3 month chart of RIMM....straight line with a negative slope and no change in sight..... 70 down to 38 in a straight line.

To: Art Bechhoefer who wrote (102693)	6/7/2011 2:58:21 PM
From: Jim Mullens	1 Recommendation Read Replies (2) \| Respond to of 197287

Art, re: QCOM long term growth rate ’’ I think that 15% increase in revenues is small potatoes” Art, it’s not just a 15% increase, it’s compounding that 15% increase over 5 years which results in a doubling of revenue / EPS over that time. Just wanted to make sure we’re on the same page, as awhile back the board had a Snapdragon discussion going in which your Snapdragon estimate was off by a magnitude of about 10 fold (1,000%). So, if a 15% five year CAGR is “small potatoes” / “nothing to write home about” in your estimation…. What (approximately) would please you from QCOM over the next 5 years, considering- …+ current macro economic issues (U.S. / World is still “recovering” from biggest meltdown since the great depression). …+ QCOM is no longer a start-up company ($94B market cap) …+ It’s not the booming 1990’s / QCOM is not a dominant company. Re: ” I just read today that the new Toshiba tablet will use a Tegra2 processor, not a Snapdragon.” … Are your expectations that Snapdragon capture close to every design win out there…not being satisfied with 150 wins in production and another 250 on the way?????????????? >>>>>>>>>>>>>>> Note- several other dominant large cap tech companies metrics (yahoo) …………….Market Cap- $B…. LT Growth % QCOM…...$098B………………18% MSFT……..$202……………….10% INTC………$118……………....12% CSCO……..$086……………….10% AAPL………$309……………….21% GOOG…….$168……………….18% BRCM……..$018……………….16% SNDK……...$007……………….13% (frequent AB poster) From my perspective I don’t find many well established, dominant, large cap tech companies matching QCOM long term growth prospects. Again, would you care to name several of the large cap companies that you manage that match QCOM’s long term growth prospects (better than "small potatoes) ?