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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 (109190)	2/1/2012 7:39:11 PM
From: ryhack	Respond to of 197214

Art, Qualcomm didn't volunteer anything about Mirasol (except that the new fab is coming online later this year and everything is proceeding as expected) and none of the analysts asked about it or about the recent acquisition of Pixtronix. I don't recall hearing about the now-up-to-four suppliers of Mirasol-based e-readers either but perhaps I missed it? I too was surprised by the omission of substantive information on this product initiative. It seemed that the analysts were too busy trying to get their arms around the solid quarterly results and the updated guidance...which maybe isn't such a bad "distraction" in the scheme of things. As the shareholder meeting is only about a month away, we'll find out a lot more then if not before. I'll be interested if the new & improved Gorilla Glass will leverage any benefits inherent in the Mirasol display...or potentially poses additional issues since it is thinner and might effect the LED-based light spreading technique that Qualcomm uses. Fingers crossed, Ryhack

To: Art Bechhoefer who wrote (109190)	2/1/2012 10:14:36 PM
From: GO*QCOM	4 Recommendations Read Replies (1) \| Respond to of 197214

There could be a Mirasol reader Tsuanmi coming...lots of companies are no doubt getting in line. When you think about fab production..who would invest into such a monstrosity unless there was huge volume potential.This must be an all or none phenomena with enormous paradigm shifting possibilities.