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From: badger35/16/2012 5:22:06 PM
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fyi..Keitel speaks at the JPM tech conference tomorrow morning (webcast available at Q's website)...

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From: Bill Wolf5/16/2012 5:48:30 PM
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Global Mobile Phone Sales Fell 2% From Year Ago, Gartner Says


Global mobile phone sales to end users totaled 419.1 million units in the first quarter, according to market research firm Gartner, down 2% from the year-earlier quarter. Gartner notes that this is the first year-over-year decline since Q2 2009.

“Global sales of mobile devices declined more than expected due to a slowdown in demand from the Asia/Pacific region,” Gartner analyst Anshul Gupta said in a statement. “The first quarter, traditionally the strongest quarter for Asia – which is driven by Chinese New Year, saw a lack of new product launches from leading manufacturers, and users delayed upgrades in the hope of better smartphone deals arriving later in the year.”

Gartner says the weak Q1 results “have led us to be cautious about sales for the remainder of the year.”

Samsung jumped ahead of Nokia in the quarter and is now the world’s largest seller of mobile phones. Apple is third on the list, followed by ZTE, LG and Huawei. Once-mighty Research In Motion is down to 2.4% of the global market, which makes it the #7 vendor.

Apple’s sales were up 96.2% from a year ago, allowing the company to more than double its share of the market, thanks in particular to strong sales in China, which is now the second-largest market for Apple after the U.S.

Meanwhile, Gartner expressed doubts about the turnaround potential at RIM. “RIM desperately needs to deliver winning BB10 products to retain users and stay competitive,” Gupta said. “This will be very challenging, because BB10 lacks strong developer support, and a new BB10 device will only be available in the fourth quarter of 201.”

Here’s a look at global device shipments by vendor:



forbes.com 

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To: Bill Wolf who wrote (111885)5/16/2012 5:55:50 PM
From: Jon Koplik   of 117538
 
okay, so ... JUMP OUT THE WINDOW !!!

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To: slacker711 who wrote (111787)5/16/2012 9:57:45 PM
From: slacker711   of 117538
 
Amazon aims to launch front-lit Kindle in July: source

reuters.com 

By Nivedita Bhattacharjee
Mon May 14, 2012 3:03pm EDT
(Reuters) - Amazon.com Inc will launch new versions of its Kindle e-reader and tablet, including a monochrome e-reader with front lighting, a source who has seen the prototype told Reuters.

The world's largest Internet retailer is aiming to have the new e-reader in stores in July, said the source, who has direct knowledge of the matter but asked not to be named because Amazon has not yet made the decision public.

Amazon has been ramping up production of the new Kindle, which will run on E Ink's display, the source said.

Amazon's Kindle e-reader has been popular, but readers have had to buy an external light to attach to the device to read in the dark. The front light eliminates that problem.

"I do see demand for a front-lit Kindle," said Jennifer Colegrove, Vice President of Emerging Display Technologies at DisplaySearch, an NPD Group company, which monitors trends in the display sector.

There is a trade-off, she said: "Front-lit will consume battery power and (it'll) run out ... quicker."

Amazon also plans to launch a new tablet closer to the holiday season later this year, the source said. The new Kindle Fire is expected to have a bigger diagonal display of 8.9 inches, bringing it closer in size to Apple Inc's iPad. The company did not respond to calls or emails seeking comment.

"We don't comment on our customers' launch plans," said Sri Peruvemba, Chief Marketing Officer for E Ink Holdings, the supplier of Kindle's ePaper technology.

"E Ink is an innovator and for the past 10 years, we have consistently delivered new products, major enhancements to existing products, and unique designs, so it is not surprising that there is constant speculation about what we will do next," said Peruvemba.

While Barnes & Noble was the first to market with a glowing e-reader, there has been speculation about Amazon being a close second.

Amazon will launch the new Kindle e-reader in the touch 3G and touch wi-fi versions, the source said.

"They can afford to add a front light because the component is not very expensive and their display otherwise uses very little energy," said Colegrove.

An increase of about $10 above the current prices should be "quite reasonable," she said.

The source said Amazon was likely to keep prices the same, or raise them by a very small margin, if at all.

Some blogs had speculated on the possibility of a color-equipped e-reader, but the source said that there was very little chance of Amazon launching one this year. Though Amazon has held can talks with E Ink, the companies haven't reached any concrete decisions yet, he said.


Vinita Jakhanwal, an analyst at IHS iSuppli, which tracks electronic component supply chains, said when she looked at the color e-paper product in a trade show in October, that it needed "a lot of technological improvements" to be used in a products in large volumes.

"I doubt if the color Kindle is ready for a launch," she said.

(Nivedita Bhattacharjee in Chicago, additional reporting by Alistair Barr in San Francisco; editing by Gunna Dickson)

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To: slacker711 who wrote (111887)5/16/2012 10:34:26 PM
From: FUBHO   of 117538
 
Smartphone security is heading for 'apocalypse'

By Colin Neagle
May 16, 2012 09:11 PM ET


http://www.computerworld.com/s/article/9227222/Smartphone_security_is_heading_for_apocalypse_

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To: MarkO7111 who wrote (111873)5/17/2012 7:56:22 AM
From: JeffreyHF   of 117538
 
I see the HTC exclusion order as the catalyst for yesterday's sellathon. It's ironic that Apple, Qualcomm's new BFF, has inflicted such pain and uncertainty on one of Qualcomm's best Snapdragon and smartphone customers.This new headwind, compounding the 28 nm shortage, is causing the cautious and the shorts to conclude that Qualcomm will need to lower guidance, or at least that the upside potential until the Christmas season will be deflated. Compounded by Europe, our elections, and another looming debt showdown,the old "sell in May" thing is ringing true again.

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To: Jon Koplik who wrote (111279)5/17/2012 9:10:59 AM
From: Jon Koplik1 Recommendation   of 117538
 
Update : Qualcomm shares plunge on news they do NOT have "too much business"

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To: Jon Koplik who wrote (111890)5/17/2012 9:20:31 AM
From: manalagi   of 117538
 
China Unicom Speeds Ahead In Smartphone Race With HPSA+ Rollout

5/17/2012 @ 7:30AM

The similarities are quite stark. Not only does China Unicom have the second largest mobile subscriber base in China but is also the first to launch the iPhone in the country, much like AT&T in the U.S. And now, following in AT&T’s footsteps, China Unicom will become the first to roll out the faster HSPA+ 3G network in the country later this week. [ 1]

In a message to existing 3G subscribers, China Unicom announced that all phones and tablets that currently run on its network and are HSPA+ compatible will be able to access higher speeds on their devices, starting May 17th. HSPA+ is the same technology that, although not technically right, AT&T touts as 4G and markets effectively as a ploy to maintain its iPhone lead over rivals in the U.S. It looks like China Unicom is using the same playbook to not only promote 3G but also retain a competitive edge over rival China Telecom, to whom it recently lost its iPhone exclusivity in March. As the 3G battle heats up, it needs to fend off behemoth China Mobile as well, which is also likely to get the iPhone soon.

iPhone Helps Unicom To Profit From An Equitable 3G Mix With close to 670 million subscribers, China Mobile is the largest wireless carrier in the world and has twice as many subscribers as China Unicom. But when it comes to 3G, the difference is not nearly as wide. As of March 2012, China Mobile had around 60 million 3G subscribers, only about 22% ahead of 49 million that subscribe to China Unicom’s 3G network. Low 3G penetration of about 15% in China is giving smaller wireless carriers such as China Unicom ample opportunity to compete on an even ground with the otherwise dominant China Mobile.

Moreover, the fact that China Mobile runs its 3G network on a proprietary homegrown TD-SCDMA standard has proved to be a big deterrent in securing smartphones that are compatible with its network. Even the iPhone, which has already been launched on the other two carriers in China, hasn’t made its way to China Mobile yet.

Taking advantage of this, China Unicom has been closing the 3G gap with China Mobile by adding at least an equal number of 3G subscribers every month. In February, it added more than 2.8 million 3G subscribers compared to China Mobile’s 2.65 million. In March, however, both added almost the same number of 3G subscribers. The iPhone 4S’ addition in January this year is definitely providing a boost to China Unicom’s 3G ambitions, and the carrier is looking to make the most of it before the popular smartphone arrives on China Mobile’s network. (see Qualcomm Paves the Way for an Apple-China Mobile iPhone Deal)

forbes.com 

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To: JeffreyHF who wrote (111889)5/17/2012 9:25:11 AM
From: hedgefund2 Recommendations   of 117538
 
My guess is a bit more dire. The 28 nn supply restraint uncertainty coupled with the political and economic uncertainty tells me there will not be any upside for growth stocks, specifically including Qualcomm, until after our elections even if the Greece situation is taken off the table earlier. The only caveat is the unlikely event our leaders resolve pre-election our overhanging debt/tax issues in a way that passes a straight face test that the markets will apply. My Q investment dollars are dead money till early 2013. Any good news for Q in the meantime will be heavily discounted while any bad news will be magnified. Sorry for this atypical burst of pessimism. HF

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To: JeffreyHF who wrote (111889)5/17/2012 10:08:29 AM
From: Jim Mullens   of 117538
 
Jeffrey / Hedge, re: QCOM’s Plunge / The 2013 Fiscal Cliff

“…looming debt showdown / The only caveat is the unlikely event our leaders resolve pre-election our overhanging debt/tax issues in a way that passes a straight face test that the markets will apply…

>>>>>>>>>>>>>

Yes, I also see this as a major factor which I had in the back of my mind but failed to act upon. The looming significant tax increase if the “Bush tax cuts” are not extended is being discussed on the other thread if anyone’s interested, beginning with this post from John Hayman.

Message 28126819

Donald Luskin: The 2013 Fiscal Cliff Could Crush Stocks

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