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   Technology StocksThe New Qualcomm - a S&P500 company


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To: Peter J Hudson who wrote (13570)10/27/2004 6:59:51 AM
From: Maurice Winn
   of 13582
 
Peter, <They don't get much use though, just remote work. Cell coverage is pretty good, even in the frozen north.>

Globalstar might as well undercut the terrestrial services to fill the satellites and at least sell more phones.

One thing that has somewhat surprised me is the trend to subscribers buying higher-priced phones with more features than phones just getting cheaper and cheaper. That's great for QUALCOMM ASIC sales prices and royalties.

That trend might continue for 2 decades, as it has for personal computers [nearly 30 years actually]. If QCOM can be the Wintel of cyberphones, that's a BIG market cap and income.

Mqurice

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To: Peter J Hudson who wrote (13570)10/27/2004 8:17:46 AM
From: Cooters
   of 13582
 
Pete,

Still have my G* phone, I am on what is/was called a seasonal plan where I pay $10/mo just to keep it activated. I can switch over to another plan for a month if I know I'll be using it. Going to Costa Rica in March, probably the next time I'll need it.

Cooters

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To: JohnG who wrote (11227)6/22/2006 2:35:41 PM
From: AD
   of 13582
 
still one of the best posts on SI

Thanks, I still get a laugh every time I read it!

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From: Maurice Winn2/7/2008 6:50:36 PM
   of 13582
 
Ooops, 2007 went by without a post in this stream. Oh well, here is one for 2008.

Mqurice

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To: Maurice Winn who wrote (13574)2/16/2008 5:22:19 PM
From: quidditch
   of 13582
 
Yes, let's tip a split or two to the days when this thread was launched. Cheers and good health to all those on deck at the time.

quid

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To: Maurice Winn who wrote (13574)3/5/2008 10:49:28 AM
From: Eric L
   of 13582
 
In Memoriam ...

Mq

<< Ooops, 2007 went by without a post in this stream. Oh well, here is one for 2008. >>

Wise to keep the lights burning. One can never have enough QUALCOMM boards on SI, and unmoderated ones, with common-sensical rules only, are increasingly rare.

Almost 8 years ago (08/08/2000) with QCOM trading at $30.5 ($61 pre-split) Eric Jhonsa commented ...

And so this once-great board fades into oblivion, put to an end by the discontinuous innovation known as Ramsey Su's Moderated Qualcomm Thread. It closes not with a bang, but....

... to which JGoren responded:

The board was killed by too many stupid posts. Will the last one out please close the door.

Cheers,

- eQ -

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To: Eric L who wrote (13576)3/5/2008 11:52:34 AM
From: Maurice Winn
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Eric Jhonsa's last post, which was a year after his previous one:http://siliconinvestor.com/readmsg.aspx?msgid=20533555

Over the years, a LOT of people have departed from SI for various reasons, some of them fatal.

SI arrived in a burst of light, running in internet time. Now, a dozen years later, the years flash by as though internet time is running in reverse. Cyberspace is strange.

Meanwhile, QUALCOMM continues apace, with Gobi and other good things, such as a new Globalstar constellation perhaps, continuing to be created.

Mqurice

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To: Maurice Winn who wrote (13574)6/16/2012 11:17:45 PM
From: Eric L
   of 13582
 
The lights are dim but the switch still works for this unmoderated board ...

<< Ooops, 2007 went by without a post in this stream. Oh well, here is one for 2008. >>

mQ,

2009, 2010, 2011 also went by without a post in this stream. This is one for 2012.

QCOM just closed week 24 of 2012 at $56.50 well off its 52-Wk High of $68.87 (and it was nice to get through resistance at ~$60 to see an 11 year high), BUT it was also well off its 52-Wk Low of $45.98. Friday's QCOM price was almost the same as its 2008 high ($56.88)) set in mid-August 2008 just before the full inpact of global recession hit

Qualcomm Market Cap is now $96.86 Billion.

Cheers,

- Eq -

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To: Harvey Rosenkrantz who wrote (13493)6/16/2012 11:40:55 PM
From: Maurice Winn
1 Recommendation   of 13582
 
A dozen years ago, WAP, wireless application protocol was promising. Now years roll by. Mobile cyberspace is still just getting warmed up with wifi remaining dominant. Microsoft is due to announce a deVice shortly.

Hi Harvey. EricL posted so I had a look upstream for old time's sake.

For a dozen years a lot of companies have gone nowhere in market capitalisation, Qualcomm among them [ups and downs notwithstanding] while others have come from nowhere and done what it's surprising incumbents didn't do.

Nokia replaced by Apple.
Facebook
Eudora went away and Gmail/Google are ubiquitous
many others

Why is it so hard for companies to imagine something new and wanted by everyone and then do it?

Mqurice

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To: Maurice Winn who wrote (13579)6/17/2012 11:03:53 AM
From: Harvey Rosenkrantz
   of 13582
 
I looked up my referenced post and the antecedent post. There was an interesting dichotomy in 2002. One of the posts was an article saying that internet use via cell phone was the cat's meow, the other post was complaining that Nokia had a terrible system for using the internet. In retrospect, both were correct, but the final outcome did not become evident until Apple made the breakthroughs that propelled the industry forward.

The devil is in the details and sometimes it is difficult to think outside the box. In addition, it takes time for technology to catch up to concept.

The Q is fortunate in that it does not market directly to the public, but enables the engineers at the device companies to execute these wonderful advances. Sometimes we are critical of the company for going off in strange directions outside of their core competence when these adventures crash and burn, but I think it is part of the creative process which is sometimes very expensive, but is fruitful when it contains useful lessons which can be later applied later or in other areas. The scientific world is constantly reinventing and refining processes and ideas and often goes back to previously neglected concepts (e.g. Heddy Lamar and friends).

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