SI
SI
Advertise on SI

 Technology Stocks | Qualcomm Moderated Thread - please read rules before posting


Previous 10 | Next 10 
To: zax who wrote (111038)4/15/2012 2:23:04 PM
From: BDAZZ   of 117891
 
In this exploding market, Apple doesn't have to suffer for Nokia to succeed. Let's hope both grow instead of cannabilizeing each other.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: BDAZZ who wrote (111040)4/15/2012 3:37:13 PM
From: Art Bechhoefer2 Recommendations   of 117891
 
Re: Apple doesn't have to suffer for Nokia to succeed.

The real question is, can Nokia or any other competitor succeed? Apple may not yet be dominant in smartphones, as they are in tablets. The iPhone seems to be less attractive in parts of Europe and Africa. Yet in China, the iPhone seems to be the most desired handset, over competition from China's own companies as well as the likes of Samsung.

It would be better for Qualcomm if there were more competition in smartphones and tablets. Unless Qualcomm changes its business plan to merely collecting royalties and licensing chip designs (as ARM does), Qualcomm needs healthy demand from handset manufacturers willing to employ Snapdragon processors. And yes, I believe that if Apple suffered a little more, Qualcomm would benefit.

A big change in the whole scenario could occur if the Apple patent on unlocking a smartphone is declared invalid because of the existence of prior art (the Swedish 2002 patent).

Art

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)

To: JeffreyHF who wrote (111034)4/15/2012 4:14:55 PM
From: lml1 Recommendation   of 117891
 
You know off-hand the profit margin QCOM realizes on each Apple product sold to a consumer? While I'm sure aggregate sales numbers for Apple products are large, I'd be more focused on the relative profit margins QCOM realizes across the various products that have its IP.

Share Recommend | Keep | Reply | Mark as Last Read

To: Art Bechhoefer who wrote (111041)4/15/2012 4:32:33 PM
From: FUBHO4 Recommendations   of 117891
 
Yet in China, the iPhone seems to be the most desired handset, over competition from China's own companies as well as the likes of Samsung.




Apple's market share is rapidly falling in China. They have fallen to fifth place and Android phones now account for 70% of smartphones sold there.


----------------------------------------------------------------------------------------------------------------------


Apple's iPhone loses China market share

By Lee Chyen Yee and Huang Yuntao

HONG KONG/BEIJING | Fri Feb 17, 2012 2:23pm EST


HONG KONG/BEIJING (Reuters) - Apple Inc's share of China's booming smartphone market slipped for a second straight quarter in October-December, as it lost ground to cheaper local brands and as some shoppers held off until after the iPhone 4S launch last month.

China, the world's largest mobile phone market, has not been easy for Apple, which is grappling with a lawsuit from a local firm over the iPad name and issues at its suppliers' factories over wages and working conditions.

With the number of mobile subscribers set to top 1 billion in China this year, there is cut-throat competition among South Korea's Samsung Electronics Co Ltd, Nokia, Apple and local firms HUAWEI Technologies Co Ltd and ZTE Corp.

While Apple regained its top spot as the world's largest smartphone vendor in the fourth quarter and for last year as a whole,
it slipped to 5th place in China, overtaken by ZTE. Apple's China smartphone market share slid to 7.5 percent from 10.4 percent in July-September.


Share Recommend | Keep | Reply | Mark as Last Read

To: JeffreyHF who wrote (111032)4/15/2012 4:43:45 PM
From: waitwatchwander1 Recommendation   of 117891
 
A shift in Tablet/eReader sales away from Apple and the other existing dominant product players would be good for Qualcomm. In this case, they are likely to give up royalty revenue on the top end but the added volume in their chipset/display segment is needed to maintain their healthy lead in technical offerings.

Nothing is ever black and white and what was good last year is not necessarily good going forward. They could start selling more of their product to the leaders but that would be a 180 degree turn from their past strategic thrust. Empowering the wannabees and keeping leaders honest has been Qualcomm's raison d'etre.

Share Recommend | Keep | Reply | Mark as Last Read

From: carranza24/15/2012 6:40:19 PM
4 Recommendations   of 117891
 
The Lumia issues will be a tiny spot it the rear view mirror soon enough. With a bit more than 2.00 cash per share, surely NOK is worth more than the present low 4s...anyone buying?

Of ourselves some of that cash will get used. Still, looks like the hagfish might present a compelling opportunity at current share prices.

Thoughts?

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (3)

To: Art Bechhoefer who wrote (111041)4/15/2012 6:41:54 PM
From: waitwatchwander3 Recommendations   of 117891
 
Now that the others have patented slightly different variants of the same mechanisms which are as good as and as valid as Apple's slide method, the Apple unlock patent is quickly becoming much less relevant. FOSS Patents posted (and twittered) something on this a while back.

I do like the Lumia 800 as a basic smartphone. The only issues I see with it is lack of support of AWS spectrum (for pre-paid 3G usage on T-Mobile) and having to await confirmation of the inclusion of adequate wifi hotspot tethering. I especially like being able to pop the microSim into our ipad2 to save wasting battery on wifi tethering when only one device is needed. Nokia's radio implementations are superior to those of Apple and one doesn't really need more than 14.4mbps for normal phone and mobile surfing usage. For the heavy lifting while traveling and at home, the availabilty of direct wifi connect is more than adequate. Nokia maps and sat nav is a silent goody with the Lumia phones that has yet to be appreciated by the masses.

For us, the 800 is a solid, all inclusive, non technical, single device that is easily carried and useful everywhere (car, home and cottage). It provides all the basics in an economical, space saving and durable manner. If we go this route, this phone will replace our Samsung Omnia which Mindy (being technically challenged) hated so much.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (2)

To: waitwatchwander who wrote (111046)4/15/2012 7:42:13 PM
From: mindy1968   of 117891
 
Samsung omnia kept locking up and was replaced half a
dozen times by VERIZON - hardly my fault

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (1)

To: mindy1968 who wrote (111047)4/15/2012 8:17:35 PM
From: waitwatchwander   of 117891
 
My wife loves her Omnia and she too does see it as having some serious limitations. She quickly learned how to use the task manager and has never loaded it with apps beyond those that came with the phone. Syncing it with anything was a useless exercise. The resistive screen and pen were also an inconvenience but something to which she quickly adapted. Finger pointing can be a real pain with a small screen.

With the spending of all of ones time watching "How To" videos, the Omnia became the first youtube teach me phone. The minimal basics (weather, texting, stocks, email) were quickly learned and what became especially important via youtube videos was what not to do with any windows phone.

Texting, picture taking, hotmail access and good voice quality is what mattered to her. The rest was better provided in a tablet format and on that front she really likes her ipad2. The Lumia is the perfect progression for her. To bad it's not yet free on a 3 year plan. That was also the case when she picked up her Omnia.

Nokia should be able to unload tons of Lumia phones. Aging boomers looking to hook up their tablets/eReaders and "pioneering" corporate types will lead the charge. This time around, kids will belatedly follow rather than lead.

Share Recommend | Keep | Reply | Mark as Last Read

To: waitwatchwander who wrote (111046)4/15/2012 8:22:19 PM
From: BoonDoggler   of 117891
 
<one doesn't really need more than 14.4mbps for normal phone and mobile surfing usage.>
The rest of the world will not share this view. Are you saying that you are experiencing less that 3G or LTE speeds, but that's OK with you?

<Apple unlock patent is quickly becoming much less relevant>
Totally agree that this patent is a non-issue. I'd like to know where Art was coming from with that.

Share Recommend | Keep | Reply | Mark as Last Read | Read Replies (3)
Previous 10 | Next 10 

Copyright © 1995-2013 Knight Sac Media. All rights reserved.