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

To: slacker711 who wrote (107580)	12/6/2011 12:28:24 PM
From: kech	Read Replies (1) \| Respond to of 197036

However, I think the window is going to be getting smaller soon. It is just a WAG, but I think that Apple will likely cut the price of the iPad2 to $399 after the release of the iPad3....and Amazon could probably price their 9"/10" at something like $250-$275. The Fire is a little different than other Android Tablets and to some extent is not as open as the others. So some might pay more for a more open Android.

To: slacker711 who wrote (107580)	12/6/2011 12:45:32 PM
From: engineer	1 Recommendation Respond to of 197036

the price will erode 15% YoY from now on until it reaches a low point somewhere around $150 to $199. then it will level off and the featuers will grow just like the PC market did. It reached a low point of around $350-$400 andhten leveled off by adding new featuers, growing ram, disks, etc. Below that it becomes a toy market and the features will drop way off versus price. One can make a tablet for $125, but it will nto have much in the way of features. Below $99, it is dumping below cost, like RIMM or HP. Too many people (like LG ) have pushed out tablets only to have an entire warehouse full of them. then they sell them basically for scrap, without warranty, or support. If you have alternative subsidies, such as Amazon or others, then perhaps you can drive the pricing down, like the Wireless carriers drive their handsets down. This is artificial and only on a case by case basis. BTW I have Kindle on my android phone, so why don;t they subsidize this for me?? Blockbuster too. Netflix too.

To: slacker711 who wrote (107580)	12/6/2011 10:56:47 PM
From: FJB	Respond to of 197036

Broadcom slips into top 5 in smartphone CPUs 12/6/2011 7:23 PM EST eetimes.com SAN FRANCISCO—Broadcom Corp. slipped into the top five in sales of smartphone applications processors in the third quarter for the first time, surpassing Nvidia Corp., according to market research firm Strategy Analytics Inc. Stuart Robinson, director of the Strategy Analytics handset component technologies service, credited the ramp of Broadcom's Android business for the firm's rise to the No. 5 spot in smartphone processors. "We continue to believe that Broadcom has the potential to be a strong competitor to Qualcomm in the long-term, given the company’s integration capabilities, cellular IP strength and strong emphasis on wireless markets," Robinson said. Overall, the global smartphone applications processor market registered sales of $2.24 billion in the third quarter, a 59 percent increase from the third quarter of 2010, according to the latest report from Strategy Analytics (Boston) said. Qualcomm Inc. again led the smartphone applications processor market in both unit shipment and revenue terms in the third quarter, accounting for 49 percent of revenue, Strategy Analytics said. Samsung Electronics Co., Texas Instruments Inc. and Marvell Technology Group Ltd. made up the rest of the top five in the quarter, the firm said. According to the Strategy Analytics report, standalone applications processors outgrew baseband-integrated applications processors in the third quarter, accounting for 41 percent of total smartphone applications processor shipments, up from 31 percent in the third quarter of 2010. Strategy Analytics attributed this growth to strong demand for dual-core processors and growth in LTE smartphone shipments. Qualcomm, a strong advocate of baseband-integrated processors, now also participates in the stand-alone applications processor market with its Snapdragon processors, Strategy Analytics reported. “Qualcomm has become the company to beat in the mobile chip market and is moving far ahead of most of its competitors," said Sravan Kundojjala, a senior analyst at Strategy Analytics.