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 Technology Stocks | The New QUALCOMM - Coming Into Buy Range


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To: JeffreyHF who wrote (8099)2/16/2012 12:19:18 PM
From: JeffreyHF
1 Recommendation   of 8777
 
No longer a need to "jump out of the window".

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From: hedgefund2/16/2012 3:09:57 PM
   of 8777
 
Our Two Champs for 2011; data_rox and kelseysuncle; just lucky?
Data-rox and kelseysuncle are the official winners of the 2011 Toaster, the former winning the year endand the latter the high low contest. Their toasters with the patented slice of toast insert are in the mail but before they place their trophies in their living room trophy chest, I thought I thought you should know more about both of these folks. So, the first question is were they just lucky. The available data suggests quite to the contrary that these folks know what they are doing.
Data-rox. Well, if it was just luck how come data_rox is a repeat winner (our only repeat winner). He also won the Year End contest in 2011. This perhaps reflects his investment style in his profile “Take the Toaster”. Looking at other years, his record belies any suggestion of luck---this guy knows something. In 2008 he finished well in the top half in the high low (off by a combined $5.15. In 2009 he was only off by $1.23 in the year end and by a combined amount of $6.08 in the high low. It goes on and on. In 2010 he was off by an achingly close $1.05 in predicting the high low. So what’s behind these impressive statistics, our own data_rox works he claims (or at least claimed back in 2000 when he joined SI) in the wireless industry. He’s not only good at “guessing” (just a joke) he is a frequent poster on all things Qualcomm, this year specifically offering some encouragement on progress in the Atheros acquisition (“moving in the right direction and putting pieces in place”); reported the Halo acquisition to the board and had some insights on the relative success of Qualcomm’s OFDMA licensing program. Finally, he has technical chops, ouch. See his post 97789. So Data_rox is kind of a triple threat whose predictions and comments well deserve your attention. In my next post I’ll address kelseysuncle, this years’ winner in the prestigious high low contest.

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From: hedgefund2/16/2012 3:13:46 PM
   of 8777
 
Our Two Champs for 2011 Part 2 (kelseysuncle)
KU, as he calls himself, is for our purposes much more than the uncle to Kelsey. Not only did he win the high low this year he (ouch)finished second by a hair in the year end contest, an amazing achievement. But unlike data-rox, KU is either shy or holds his cards closely because he comments relatively infrequently, 82 posts since he joined SI in October 2004. From his profile we learn absolutely nothing but we know just like data_rox he is no Qualcomm pumper finishing well in the top half of the toaster 2010 in both categories and did the same in 2009 (where his “guesses" for the high low were a combined $8 off the actual high low Q numbers for that year..) In 2008 he finished, shall we say, on the optimistic side but he was apparently just getting his sea legs in the contest. He achieved all of this without sharing his expertise with me even though I discovered in sending this year’s prize to him that we are virtually neighbors, living in the same town. Who knew? Congratulations KU

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From: DanD2/17/2012 2:51:25 PM
   of 8777
 
The Daily, Weekly, AND Monthly charts are all looking like breakouts to me.

The only resistance territory is waaaaaaay back in 2000.

Dan D.

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To: DanD who wrote (8105)2/17/2012 11:58:30 PM
From: BDAZZ
1 Recommendation   of 8777
 
Strong chart since Nov. The moves have been gradual (aside from the qtr report gap) building support all along the way.

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To: hedgefund who wrote (8104)2/20/2012 1:37:19 AM
From: kelseysuncle
3 Recommendations   of 8777
 
Here is a photo uploaded from my new Sprint, QCOM enabled iPhone of the prize from the Toaster 2011 competition. FWIW it is difficult to take reasonable pictures of toasters and shiny plaques. The above is version 32. Thanks to HF for doing this.

best, ku

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To: kelseysuncle who wrote (8107)2/20/2012 10:11:47 AM
From: data_rox
1 Recommendation   of 8777
 
love it.......over the past year I've had a few people comment on the toaster sitting up in my office book case....

great job HF!

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To: kelseysuncle who wrote (8107)2/20/2012 7:40:43 PM
From: lml
2 Recommendations   of 8777
 
Kudos to hedge for putting together memento & ku for winning it.

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From: BDAZZ2/21/2012 12:36:23 PM
   of 8777
 
Why a toaster?

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To: BDAZZ who wrote (8110)2/21/2012 4:59:05 PM
From: DanD
2 Recommendations   of 8777
 
Because, "GSM is toast!"

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