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


To: Qurious who wrote (146070)5/8/2018 6:59:26 PM
From: THE WATSONYOUTH  Respond to of 196364
 
The massive cash flow and hoard QTL brings into Q is the worst thing that ever happened to the company. It bred a pervasive sense of entitlement, wanton spending outside of their circle of competence, lack of accountability when things fail... Where do I stop?

....same with Intel and their massive cash flow from x86 near monopoly.............what other company could pour $12B+ down a rat hole on mobile alone?...........and then come back for more.

......then there's AMD....... now lean and mean and investing only where counts .........with less than 8% of the combined Intel and Nvidia employee count and less than 8% of Intel and Nvidia combined R&D $
...........and yet now set to compete at all margin levels of a combined $75B TAM.....challenging entrenched and massive incumbents Intel and Nvidia.................how about that there Lisa Su !



To: Qurious who wrote (146070)5/8/2018 8:16:01 PM
From: THE WATSONYOUTH  Respond to of 196364
 
Right, that's how JVs normally work. If I bring the technology/know-how, then you bring the cash. WTF.

....yep............and who really knows what those Chinese outfits (GHSCTC and THATIC) represent?.......
maybe they are just taking the money ($288M) from Q and feeding it ($293M) to AMD.......yeah, I know...........I'm a baaaaaaaaaaaad man