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

To: veritas501 who wrote (109366)	2/6/2012 4:36:58 PM
From: Jim Mullens	7 Recommendations Read Replies (1) \| Respond to of 197227

v501- 200 posts w/ 31 going to 32 ignores. lol- you seem to have missed the past few years of QCOM developments???...no longer just a pure CDMA2x play. Ever hear of WCDMA/ 3G / 4G / LTE / Snapdragon/ Atheros, WP7 , Windows 8, smartphones, tablets, android..........???????????????

To: veritas501 who wrote (109366)	2/6/2012 4:37:52 PM
From: slacker711	8 Recommendations Read Replies (1) \| Respond to of 197227

If you'd like to continue posting, please stop posting nonsense. Slacker

To: veritas501 who wrote (109366)	2/6/2012 4:44:20 PM
From: Art Bechhoefer	Respond to of 197227

The notion that CDMA use is declining in Latin America overlooks the fact that upgrading from pure 2G systems like GSM to 3G, meaning WCDMA, is increasing. As has been noted over the years, Qualcomm makes chips and gets royalties on virtually all types of wireless that depend on some form of CDMA, whether WCDMA, UMTS, HSPA, TD-SCDMA, or CDMA2000. Added to that is Qualcomm's penetration in LTE markets, where currently most of the chips supporting LTE and other CDMA related systems are made by Qualcomm. Although the sheer numbers of wireless device subscribers in China are increasing, what's really encouraging is the small number of 3G and 4G subscribers and the rapid change to those services. But the rate of change to 3G and 4G in China is about the same as in Latin America, which makes me wonder why you seem overly pessimistic on Qualcomm's future. Meanwhile, mirasol IS a problem because of the relatively small output coming from a huge investment of probably close to $1.5 billion so far. What we've seen of mirasol sales is really small. One company in Korea and now one company in Taiwan is selling e-readers. Probably the total production from both these companies is still leass than 400,000 units. In other words, the return on this investment, which started several years ago, is still negative. One other problem you did not mention seems to be the amount and impact of competition for processors that do somewhat the same things as Snapdragon. Qualcomm has a nice foothold in this market, but surely Apple isn't a customer, since they have their own processors in the iPhone and iPad. Competition could result in lower prices and margins for what was supposed to be Qualcomm's bread and butter products. To sum up, the notion that "most of CDMA subscriber growth is coming from Asia" and ". . . it's actually declining in Latin America" seems a bit off base. Art

To: veritas501 who wrote (109366)	2/6/2012 7:27:28 PM
From: Maurice Winn	8 Recommendations Respond to of 197227

My Rip Van Winkle, you are in the wrong century for the CDMA vs GSM Holy Wars. Napoleon and the 1812 Overture, Charge of the Light Brigade and Boer War 19th century, WWI, WWII and Wireless Wars 20th century. Cyberspacoids versus temporal barbarians - 21st century. <Mirasol is the least of Qualcomm's problems. Most of CDMA subscriber growth is coming from Asia. Exclude Asia and CDMA subscriber growth is anemic. In fact, it's actually declining in Latin America, falling by more than 50% since its peak in the region. Latin America should be a CDMA stronghold since CDMA shares the same core network with TDMA. As for Asia, what is driving CDMA's growth in China is simply the sheer size of the country. With a population over one billion people, even Analog would do well in China, although it's important to note CDMA is badly lagging GSM in China. > It's all CDMA in various modes, with OFDM now taking over. Mirasol is not a worry. It is now just a matter of how successful it will be. From initial reports, mirasol is going to be somewhere between successful and a new target for Neelie Kroes to moan about vast monopoly profits. Mqurice