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To: Lahcim Leinad who wrote (131367)4/19/2012 7:38:43 AM
From: Moonray   of 154193
 
Qualcomm has banner Q2 results based on 3G, 4G phones | Electronista
But, QCOM is DOWN 2+ points in pre-market as they can't make chips fast enough for customers
and had to lower next quarter's guidance as they proceed to build more manufacturing plants.

o~~~ O

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To: Moonray who wrote (131371)4/19/2012 7:39:55 AM
From: Lahcim Leinad   of 154193
 
they can't make chips fast enough for customers
Thanks, yes, I noticed that:
From: Lahcim Leinad4/19/2012 7:36:30 AM
of 131371
BBC News - Qualcomm warns of smartphone Snapdragon chip shortage

Qualcomm said that the third-party factories to which it subcontracts the manufacture of the "28 nanometre" chips would not be able to create enough supply until the end of the year.

The news will impact Android and Windows-based phone makers who had planned to use the products.

"Looking forward, this will impact shipments of mass-market smartphones as firms re-engineer their devices, but having said that, I think the industry should not take too long to catch up," said Malik Saadi, principal analyst at Informa Telecoms.

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To: Lahcim Leinad who wrote (131372)4/19/2012 7:42:42 AM
From: Moonray   of 154193
 
Thanks, yes, I noticed that:
Yes, I noticed that you noticed :-)
The two minute difference in our posts show how slowly I type. Sorry.

o~~~ O

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To: Lahcim Leinad who wrote (131370)4/19/2012 7:42:48 AM
From: slacker711   of 154193
 


JMO, but I think that the balance of comments from Qualcomm make it a pretty good bet that it is Apple that is driving the upside in demand. They are spending a considerable amount of money to speed up the move to 28nm and increased supply is coming in the December quarter. There arent many customers that could drive that kind of upside. Samsung is one possibility, but that would represent a drastic change from their current move away from Qualcomm chips.

The iPhone 5 would seem like a more probable culprit.

Slacker

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To: slacker711 who wrote (131374)4/19/2012 7:45:14 AM
From: Lahcim Leinad   of 154193
 
Totally agree. Without Apple, Qualcomm would not be where it is now.

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From: Moonray4/19/2012 7:49:06 AM
   of 154193
 
Samsung claims Apple infringed eight patents in reply to Apple suit

Samsung filed a response to Apple's complaint in a federal court in California

itworld.com 

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From: Moonray4/19/2012 7:54:27 AM
1 Recommendation   of 154193
 
Apple encouraging iCloud upgrades with free Snow Leopard for MobileMe users

In an effort to push customers toward iCloud ahead of shuttering its MobileMe service, Apple has reportedly begun offering
free copies of OS X Snow Leopard to MobileMe users still on the older Leopard version.

appleinsider.com 

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From: Moonray4/19/2012 8:00:09 AM
   of 154193
 
Microsoft and Intel Teaming Up, Plotting to Take Down Apple
6:30 AM - April 19, 2012 by Kevin Parrish - source: DigiTimes

Taiwan-based ODMs claim that Microsoft is teaming up with Intel to take tablet marketshare from Apple.

tomshardware.com 

o~~~ O

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From: Lahcim Leinad4/19/2012 8:01:01 AM
   of 154193
 
Tablet War 2012: 5 Upcoming ARM-Based Windows RT Tablets That May Pose The Biggest Threat To iPad Mini And Samsung Releases - International Business Times

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From: Moonray4/19/2012 8:07:01 AM
   of 154193
 
Windows Trips Up H-P's Giant 'iPad' Bet

NEW YORK ( MainStreet) -- There's an old vaudeville saw: For every two minutes of glamour, there's eight
hours of pain and frustration. As Meg Whitman and Hewlett-Packard( H-PQ) try to add some Apple-like
glamour to their song and dance, they'll probably tell you that ratio is about right.

thestreet.com 

o~~~ O

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