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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (83345)5/23/2019 10:31:47 AM
From: robert b furman2 Recommendations

Recommended By
FJB
Return to Sender

  Read Replies (1) | Respond to of 95574
 
Hi RtS,

I like the stock.

I'm going to sell some puts on it.

Looking at January 50's. (48.50 ish is the 3 year low).

If bought there QCOM's current dividend would yield 5% plus.

Good enough fo me from QCOM.

I'd say their moat is safe (Intc quit trying to take them on).

Assuming their dividend is safe it is another great opportunity to pick up another good dividend payer.

Bob



To: Return to Sender who wrote (83345)5/23/2019 11:29:58 AM
From: Elroy  Read Replies (1) | Respond to of 95574
 
because of QCOM's patent position they can essentially charge for any kind of data, or sound, sent over the airwaves until their patents are completely invalidated.

QCOM doesn't charge data and sound. QCOM charges royalties on devices that use QCOM patent-based semiconductors. Why should QCOM be allowed to charge based on the device ($1,000 iPhone) rather than based on the semiconductor ($20 baseband chip)? That's the question.


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