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   Technology StocksThe New QUALCOMM - Coming Into Buy Range


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To: Art Bechhoefer who wrote (8892)4/27/2017 7:00:04 PM
From: sag
   of 8949
 

Art, are you unable to connect the dots? I've owned QCOM longer than you.. Look again at what QUALCOMM cites in their case against Apple. WTF.

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To: Art Bechhoefer who wrote (8892)4/27/2017 8:09:07 PM
From: sag
   of 8949
 

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To: sag who wrote (8897)4/27/2017 8:25:02 PM
From: sag
3 Recommendations   of 8949
 
Qualcomm would be quite foolish to license anything other than SEP for 5G! PERIOD. Non SEP 5g patents will be very expensive for many to acquire if Qualcomm licenses them at all! I'm tired of Qualcomm paying out settlements for "The Good of the Industry" How close was the Q phone or the Thin Phone morphing into an I phone? How about Brew, beating out the IOS? How about Verizon and their failed "Get it Now" as a their "App Store?" C'mon Man!

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To: sag who wrote (8898)4/27/2017 9:11:23 PM
From: waitwatchwander
1 Recommendation   of 8949
 
---> QPhone, Brew, Get it Now, QChat, MediaFLO

Why did all that stuff fail? Why was there not IP protection put in place and enforced so that at least we'd get compensated when it got copied?

Seems to me for "The Good of the Industry" mostly turned into for "The Good of Apple".

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To: waitwatchwander who wrote (8899)4/27/2017 9:42:35 PM
From: sag
   of 8949
 
Yes, That's why only 5G SEP's should be licensed by QCOM. Non SEP's QCOM patents should only go into products of Qualcomm's choosing. It's so fricking easy to do!

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From: garrettjax4/28/2017 5:26:09 PM
   of 8949
 
Anyone have an idea about the 3x volume today?

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To: garrettjax who wrote (8901)4/28/2017 6:23:31 PM
From: waitwatchwander
1 Recommendation   of 8949
 

How about wow. Didn't know I had so many friends.

[edit] Make that rich friends.

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To: waitwatchwander who wrote (8902)5/1/2017 9:31:11 AM
From: Peter Sherman
1 Recommendation   of 8949
 
4% dividend...nice upside...why not buy

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To: Peter Sherman who wrote (8903)5/1/2017 10:28:23 AM
From: waitwatchwander
   of 8949
 

I think this is finally the bottom and the dividend should be sustainable. Not sure about buying here though. I wouldn't be surprised to see an Apple funded Intel takeout offer in the works. Half cash plus half stock is how these games usual get played with long term value investors getting screwed in a highly dilutive manner. PJ will protect us though, won't he.

Buying under that scenario is more of a trade than an investment.

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To: Peter Sherman who wrote (8903)5/1/2017 1:18:22 PM
From: Art Bechhoefer
2 Recommendations   of 8949
 
It's not only the "nice upside" potential but the low downside risk. Adverse impacts of the lawsuits, together with lower guidance because of non-payment of royalties are baked into the current price. I look at Qualcomm now as the kind of investment that would survive a market correction with less downside risk than other tech stocks, and possibly less downside risk than the S&P 500.

Art

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