Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JeffreyHF who wrote (108268)	1/2/2012 3:58:36 PM
From: brokenst0nes	Read Replies (1) \| Respond to of 197244

Putting multiple die's in a package isn't unparalleled integration. Nor is having Wi-Fi included with the baseband, when you need another companion chip to make it functional.

To: JeffreyHF who wrote (108268)	1/2/2012 5:06:54 PM
From: waitwatchwander	4 Recommendations Read Replies (1) \| Respond to of 197244

---> well executed chipset roadmap and patent peace You have noted the 10K engineers and lawyers that have been pulling their weight. The rest need to pull up their socks and I think it might be a stretch to attribute PJ's leadership to the performance of the lieutenants leading the chipset and royalty collection cause. PJ was Mr. R&D outside the chipset division. That includes such things as Brew, QChat, Xiam, Firethorn, FLO, Kayak, WiPower and the plethorea of software related endeavours that have popped up over the last few years. Tell me what PJ done over the last five years that has made us money. Broadcom cost us an $800M cash outflow. Nokia gave us $1.8B worth of useless patents for a significant reduction in future royalties. Likewise with Samsung but likely in a less significant manner. We have gained traction with Apple, Nokia and Microsoft and lost traction with Samsung and LG. HTC is a gain I'd attribute to PJ and I do think China is a hit in the making. However, that is only an educated guess on my behalf. Someone has to be buying all those chipsets. India looks like China did five years ago. It could be a hit or another wallowing mess like that which Latin America turned into. The recent Imagation licencing might be pointing to pending failure on the Adreno front. Kyobo was released as a Korean product and it may well work better within that market. The Kyobo product reminds me a lot of the original QCP2700, the 2G iphone and the first WP7 phone. If the Mirasol eReader market is to be salvaged, product needs to run the iphone route (ie inferior product launch followed up quickly with launch of dominate superior product. Given the new factory (and hopefully adequate yield) is still a year away, going the iphone route is only likely in a delayed manner. Slow progress in a consistent Qualcomm trait. PJ likely just unherited that with the reigns of power. Engineers can be an overly perfectionist crew. If you think about it, Qualcomm having a high degree of perfectionist traits does fit with their history. I'm mixed about changing jockeys too but the status quo outside chipsets and royalties definitely isn't working. It's never one person who makes or breaks an operation (except in the case of Apple). I am sure there is lots of challenge throughout the organization contributing to unproductivity. A lack of responsibility in managing those matters may well just be the corporate culture, afterall, the inheritance of cdma was broad and extensively delivered to all.