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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 (108486)	1/10/2012 1:15:27 AM
From: FWS	3 Recommendations Read Replies (1) \| Respond to of 197155

My specialty is customer service. I am not an engineer. I have come to understand Qualcomm through years of following along and absorbing little by little from the thread. I miss the days of Gregg Powers helping to divine the future. To hold Q you not only had to hope, but had to believe and know somewhere in body and soul. There was a lot of collective fight in the thread during the holy wars. I admit I had to do a little praying. I know nothing in life is certain, but Mr. Powers and the thread helped tremendously. I don't know any of you personally, but I do believe there was some imaginary hand holding going on during the dark scary days. Thank you to all. It seemed Q was reaching a very comfortable place just recently, Quadroid, domination in high end basebands, uptake of Snapdragon, the success of HTC. Now recently I'm seeing more OMAP and TEGRA WINS, the Surge of SAMSUNG and their Exynos processors, HTC sales declines, Intel entering with APQ's, and even Huawei with their LTE basebands... Etc etc. I was visiting the Stanford campus with my teenage nephews and niece, and there sits the Jen Hsun Huang engineering building and the Gordon Moore material science building. I'm gonna say it, Nvidia is no slouch and neither is Intel. They were making processors way before Qualcomm. We can say the APQ business is relatively new to Q, so everything is theirs to gain, but I'm not feeling that "warm confident underdog sensation." I'm getting these undercurrents that this is going to be a big battle. Nvidia is bringing their best game and Intel has their sites aimed Squarely at Q. My hope is that the market is growing and that the pie will be big enough for all. So yes, I am not as comfortable as just a little while ago holding Q. Sometimes I think what keeps me in is that Q is quite interesting and keeps me curious. A silly reason to hold, but it worked for me so far. I think Q has a very good overall vision in the IOE (internet of everything), and feel Intel and Nvidia are only swiping at the arms and legs of the QCOM warrior, but not striking for the heart. Intel and Nvida stand for processors. Q stands for health, the wireless world, and the wireless life! Where's the beef? Show me the moneeeeyyyy! Can anyone put this in overall competitive perspective? Can anyone present a nice Q sermon to keep the faith? Should we begin worrying? I'm okay with slow solid gains, but it would be nice to have another run! Go Q!