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


To: sbfm who wrote (146039)5/8/2018 4:29:25 PM
From: Qurious1 Recommendation

Recommended By
sbfm

  Respond to of 196545
 
You all believed. I never did. Even if Mirasol was the greatest display ever, best in low light, best in daylight, it still would have flopped, because displays business requires huge investments. It's all about yield and you need massive scale to cost down, which is a chicken-egg conundrum. It's all about manufacturing, operations, execution. Did you see Q having the culture and resource to succeed in that? Worse, how can Q management think they can succeed? Look at how many display companies with best of breed technologies have exited the market.

As much as we despise Tan, I suspect he would never have led his company into Mirasol or Centriq or WOA.