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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 (146037)	5/8/2018 3:47:13 PM
From: JeffreyHF	Read Replies (3) \| Respond to of 196543

What will happen to our Chinese server JV? Are there interconnecting considerations in order to secure MOFCOM approval of NXP?

To: Art Bechhoefer who wrote (146037)	5/8/2018 3:50:34 PM
From: sbfm	1 Recommendation Recommended By bear 164 Read Replies (1) \| Respond to of 196543

We were told (hyped) about Marisol over many years. A technology which was soon to allow us to use a phone in bright light. We all believed. We were all thrilled that Q had perfected Marisol to the point it spent billions on a fab plant. We all believed- especially since the kool aid was being served by management. Of course the result was no product, no contracts and a useless plant. Servers follow much the same hyped path (absent the plant). Im old enough to remember MSFT being famous for announcing vaporware; Q belongs in the same class. I hear those who pin the blame on APPL, INTC, regulatory agencies, etc. I prefer to blame management who were unable to see and avoid the litany of external and internal issues.

To: Art Bechhoefer who wrote (146037)	5/8/2018 3:59:52 PM
From: waitwatchwander	Respond to of 196543

A product can be technically viable but have little market due to whatever. I suspect the later is the case for Centriq because no party of substance (Google, Facebook, Microsoft, Apple, Baidu, etc.) appears to have been putting forward their cash. As far as I am concerned that's what matters most and in this way Centriq does fall into the Mirasol pot. I understand you see it differently. Write-offs are water under the bridge and rather irrelevant now that it's been stated that they are beyond executive compensation. I hope you are right about value but not holding my breath for a lot of counting happening on that front. Afoul of securities laws isn't all that new for Qualcomm either. Under new management is good in numerous ways. ps No one ever verified that yields were the issue with Mirasol. The panel I purchased still works just fine.