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To: JeffreyHF who wrote (110087)3/2/2012 11:23:28 AM
From: BDAZZ
   of 120854
 
>>Couldn't the short interest be reflecting hedging of long positions, given market risks and YTD profits?<<

Yes, but still positions that will be covered if we get good news and a price bump. And especially if the price breaks the recent norm of giving up 5 to 7 % the weeks before earnings. If this happens we should see continued decrease in using Qcom as a trading playground.

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From: leochardonne3/2/2012 11:24:30 AM
3 Recommendations   of 120854
 
Microsoft Testing WP8 on Dual-Core CPU for Sprint

By Jane McEntegart


Windows Phone is finally getting some multi-core action.



Just a couple of days ago, we heard that Samsung was committed to launching Windows Phone 8 handsets before the end of the year. The company said at Mobile World Congress that it planned to release Windows Phone 8 devices when the platform became available, something that is scheduled to happen at the end of this year. Today we're on the receiving end of yet more news regarding Windows Phone 8. The latest reports say that Microsoft is currently busy testing a dual-core Snapdragon solution for Sprint.

According to the Verge, Microsoft engineers have started testing Qualcomm's dual-core 1.5GHz S4 system-on-chip to ensure it's ready for "at least one Windows Phone 8 handset due later this year." Verge sources say Sprint is interested in a Windows Phone 8 device running the S4 and has talked to Nokia about its LTE specifications. Sprint is said to be so eager to get a Windows Phone 8 device for its repertoire, that it's rumored to have decided not to launch any more Windows handsets until WP8 becomes available.

Windows Phone 8, also known as 'Apollo' is the follow on to Windows Phone 7.5. According to Paul Thurrott, Windows Phone 8 will be based on the Windows 8 kernel (as opposed to the Windows CE current versions of Windows Phone are based on) and Microsoft will launch Windows Phone 8 close to Windows 8. Word has it that the new mobile OS will offer more choices for hardware including support for multicore processors, new screen resolutions, and removable microSD card storage.

tomsguide.com 

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To: slacker711 who wrote (110089)3/2/2012 11:27:47 AM
From: BDAZZ
2 Recommendations   of 120854
 
At 14 million and growing. But it's more than the squeeze. Qcom is now or will soon be at a point of breaking their pattern and the perception of the stock as a trading paradise will change.

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From: leochardonne3/2/2012 11:28:40 AM
2 Recommendations   of 120854
 
Apple Keeps Tablet Grip in ’12, Huawei Shines, Says Canaccord

By Tiernan Ray

Canaccord Genuity’s Mike Walkleythis morning is among the many trying to piece together the implications of announcements this week at the Mobile World Congress that took place in Barcelona, Spain. (See last night’s roundup, and you can also hit the tag at left, ‘Mobile World Congress.’)

Walkley reiterates a Buy rating on Apple ( AAPL), Qualcomm ( QCOM), and Sierra Wireless ( SWIR), after concluding that smartphone and tablet computer sales will be “strong” this year.

He expects Apple to dominate the tablet market through the rest of this year, helped by the introduction of an iPad 3, expected next week. But the debut of tablets using Microsoft’s ( MSFT) Windows 8 will be a “catalyst” for the market later this year as well, he writes.

Apple will increase its market share and profit share of tablets this year, he writes.

“While Samsung appears to have the most competitive Android tablet offering, we view Windows 8 as a greater longer-term threat to Apple’s dominant iPad share than Android offerings longer-term.”

Walkley sees smartphone competition being “intense” this year, with Nokia ( NOK) bringing down the price of phones running Microsoft’s operating system, and “Android OEMs battling for smartphone market share.” The latter trend should be good for sales of Qualcomm’s “Snapdragon MSM8960” integrated 3G/4G chipset, he believes.

The company showing the biggest improvement at MWC was China’s Huawei ( 002502CN), thinks Walkley:

Building on its strong showing at CES, Huawei announced additional models of its high-end Ascend branded Android smartphones with the Ascend D quad using Huawei’s internally developed (through HiSilicon) quad core applications processor, representing one of the more surprising launches of the show. Huawei’s HiSilicon technologies announced its AP K3V2 for smartphones and tablets; the K3V2 is a quad core processor with four ARM A9 cores. While we believe Qualcomm remains a key supplier to Huawei, we were surprised Huawei announced its own applications processor at the show. We believe the Ascend D quad smartphone will start shipping in October and is a hero smartphone to build Huawei’s brand. As such, we believe the overwhelming majority of Huawei’s 2012 smartphone shipments will use Qualcomm’s Snapdragon MSMs. In our opinion, Huawei showcased the biggest one-year improvement in its smartphone portfolio, while also impressing investors with its target to triple smartphone shipment to 60M units in 2012. We note this 60M forecast was well above our expectations for Huawei to ship 38M units in 2012 versus 20M in 2011 and only 3M in 2010.

blogs.barrons.com 

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To: BDAZZ who wrote (110092)3/2/2012 11:49:21 AM
From: slacker711
2 Recommendations   of 120854
 
Qcom is now or will soon be at a point of breaking their pattern and the perception of the stock as a trading paradise will change.

I think that this is going to depend on Q increasing the earnings forecast through the rest of the year. I sort of doubt that we are going to get much more PE expansion through the year.


Slacker

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To: leochardonne who wrote (110085)3/2/2012 12:16:00 PM
From: Jon Koplik
   of 120854
 
Qualcomm to NVIDIA : you got knocked on the ground with all this bullshit going down ...

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To: slacker711 who wrote (110089)3/2/2012 1:08:46 PM
From: The_Net
   of 120854
 
Agree. IMO, squeeze won’t be happened. With so few short, it takes only one day to cover.

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From: LEIGH73/2/2012 1:44:55 PM
   of 120854
 
China’s largest wireless service provider, China Mobile, said last week that it added close to 6 million subscribers in January, taking its total tally past 650 million.

The company now has more than 655 million mobile subscribers, of which about 54 million subscribe to its 3G services.


China Telecom Looks To iPhone For 3G Leverage
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While the carrier is well ahead of China Unicom and China Telecom in terms of overall subscriber numbers, it doesn’t enjoy the same dominance in the high growth but still young 3G market.

Could the arrival of the iPhone 4S on China Mobile’s network change that?

See our complete analysis of China Mobile here

3G market in China is an equitable mix

At less than 14%, 3G penetration in China is very low. This gives smaller wireless carriers such as China Unicom and China Telecom ample opportunity to compete with the behemoth that is China Mobile.

With more than 650 million subscribers, China Mobile is the largest wireless carrier in the world and has twice as many overall subscribers as China Unicom. But when it comes to 3G, the difference is not nearly as much. As of January, China Mobile had around 54 million 3G subscribers to around 43 million subscribed to China Unicom’s 3G network and close to 39 million on China Telecom’s 3G network.

Moreover, China Unicom has been closing the gap with China Mobile by adding a growing number of 3G subscribers every month. January saw China Mobile add 2.7 million 3G subscribers to more than 3 million that China Unicom added. The story was the same in December as well, when China Mobile added close to 3.2 million 3G subscribers to China Unicom’s 3.5 million.

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To: slacker711 who wrote (110094)3/2/2012 1:50:42 PM
From: LEIGH7
   of 120854
 
Slacker did not Qcom up the forecast for the whole year.

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To: slacker711 who wrote (109967)3/2/2012 3:25:06 PM
From: waitwatchwander
   of 120854
 
Jetbook Colour vs Mirasol, another Goodreader comparison video.

m.youtube.com 

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