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   Technology StocksQualcomm Moderated Thread - please read rules before posting


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To: JeffreyHF who wrote (122665)11/4/2014 12:19:01 PM
From: peterk
1 Recommendation   of 168994
 
Jeff-you are probably right in your assessment, however QCOM faced a perfect storm this morning. Luke warm reports as you indicated, Nokia and Sprint getting hammered and the Q's stock being "manipulated below the 200 day MAV.

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From: Jim Mullens11/4/2014 2:04:38 PM
9 Recommendations   of 168994
 
Bye-Bye Wires- Qualcomm’s 11ad WiGig Platform Will Revolutionize In-Room Connectivity



The Online Reporter

Research, Trends and Insight into the Digital Media, Consumer Electronics & Broadband Industries

Bye-Bye Wires: Qualcomm’s 11ad WiGig Platform Will Revolutionize In-Room Connectivity

Tuesday, November 4th, 2014 • RelatedFiled Under

Filed Under: Home NetworkingOTTUHD 4K

- Mobile & Stationary Devices Can Be Placed Anywhere in the Room…
– …And Connected to the TV by Pressing a Button

Imagine not having all the connecting wires behind the stack of entertainment devices under the TV set. In a new world that’ll start arriving next year, consumers will be able to place their mobile and stationary devices anywhere in a room that has a TV and stream flicker-free videos wirelessly. No wires will be needed between devices. Installations of equipment will be much easier and there’ll be fewer hairballs.

A new and different but very high-speed Wi-Fi technology is coming, called 11ad or WiGig. It’s capable of speeds up to 7 Gbps — yes, Gigabits, not Megabits. WiGig is an in-room network technology, as opposed to a whole home technology such as the 11ac, 11n and prior versions of Wi-Fi. Over time it’ll replace the wires that connect the TV set to devices such as the pay TV companies’ STB, the Blu-ray player, gaming consoles and streaming media devices.

11ad will radically simplify the way consumers connect their entertainment devices to the TV set and even allow smartphone and tablets to stream data-rich UHD videos to a UHD TV or HD videos to an HD TV. Both sending and receiving devices will need the 11ad technology but in many cases that could come in the form of an 11ad dongle that plugs into the TV and serves as the receiver.





Dell’s 11ad/Wi-Gig Docking Stations



How close is 11ad to being available? Qualcomm Atheros (QCA) has the jump on other chip makers. It is already shipping 11ad chips and Dell already has put its 11ad chips in a laptop — the Dell Latitude 6430u laptop, which is available now along with an 11ad docking station for the desktop or server.

QCA has been demonstrating prototypes of smartphones and Android tablets that’ll have 11ad integrated in Qualcomm’s Snapdragon 810 processors. Two weeks ago in New York it showed 11ad models of the Sony Xperia Z3, the new Moto X, Samsung Galaxy Note 4, LG G3, OnePlus One and several other smartphones. Two tablets were wirelessly connected to each other and one tablet was receiving a 4K stream that was stored on the other tablet.

In addition to streaming 4K and HD videos, 11ad can also be used for peer-to-peer content sharing, networking, wireless docking and backing up entire media libraries in seconds.

QCA expects 11ad capable smartphone and tablets to be available in 2015, according to Tal Tamir, Qualcomm’s VP of product management for the mobile, computing and location business unit. He said 11ad is a completed IEEE standard and the Wi-Fi Alliance conducts certifications. Tamir said that 11ad will also be used as part of the Internet-of-Things because homes will eventually have 20 or more sensors, some of which need quick Internet access and others that will need lots of bandwidth such as medical monitoring.

The Wi-Fi Alliance confirmed that 11ad devices will become available in 2016 and says they will be capable of delivering “multi-gigabit speeds, low latency, and security-protected connectivity between nearby devices.” It lists as applications: cable replacement for I/O and display extensions, wireless docking between devices like laptops and tablets, instant sync and backup and simultaneous streaming of multiple, ultra-high definition and 4K videos.

Dell said its Wireless D5000 is the world’s first commercially available 11ad dock. In addition to 11ad, it also supports multiple screens, USB 3.0 and has an audio output. The Dell laptop connects to the PC via the D5000 dock by the user pressing a pairing button and then hitting connect in Dell’s Connection Manager software.

Samsung is a large producer of devices that will need 11ad chips: TVs, mobile phones, tablets, Blu-ray players and the like. It has said it intends to produce 11ad chips. Qualcomm’s very public displays of devices with 11ad chips and the fact that it is shipping 11ad chips seems to have Samsung so concerned that it recently preannounced its 11ad chips and did so in a manner that lead some people to think it’s a proprietary Samsung technology, which it isn’t.



The Wilocity Connection

Qualcomm accelerated its entry into the 11ad chip market by acquiring Wilocity, which had been the early leader in the development of 60 GHz wireless chipsets based on the IEEE 802.11ad standard, also known as WiGig.

Qualcomm has gone beyond 11ad by incorporating its 11ac and 11ad technology into what it calls a tri-band (triple band) platform that’s capable of concurrently supporting Wi-Fi’s three bands: 60 GHz for 11ad, 5 GHz for 11ac and 2.4 GHz for 11n. In combination, it said, 11ad and 11ac “create the most powerful and efficient wireless solution in the market; coupling the whole home coverage of 11ac with the in-area multi-gigabit connectivity of 11ad.” Its initial tri-band platform is a reference design based on the Qualcomm’s Snapdragon 810 processor, which it says is “the world’s first mobile platform designed to support WiGig to enable applications such as 4k video streaming.”

Qualcomm said that by integrating 11ad into its mobile platforms, mobile devices will have near-instantaneous access to the cloud and allow for greater offloads from the cellular network to Wi-Fi networks. That’ll be useful if and when the industry moves to a “Wi-Fi First” protocol in which mobile devices first look for available Wi-Fi networks before connecting to a cellular network. It is a strategy that the cablecos seem to be pursuing with their growing network of hotspots and homespots that their subscribers can access for free.

At the time that Qualcomm announced it had acquired Wilocity, the then president of Qualcomm Atheros Amir Faintuch said, “WiGig will …

http://www.onlinereporter.com/2014/11/04/bye-bye-wires-qualcomms-11ad-wigig-platform-will-revolutionize-in-room-connectivity/


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To: Jim Mullens who wrote (122668)11/4/2014 2:11:40 PM
From: engineer
1 Recommendation   of 168994
 
I don't know.... we used to have this UWB stuff which was down around 3-6GHz that everyone was touting as the ultimate room connectivity thing. Lots of UWB startups in 2004 or so. But in having seen real demos, it was affected by such things as a human body walking by and a fish tank anywhere near it. Could not go through walls very well and if you had concrete, forget it.

So if 3-6GHz had a propagation problem in home, then what will 60G really do? Are they going to pump up the power output so high that it can blast through walls? Then perhaps you don't want to sit next to a 40-45 dB EIRP 40-60W source at 60 GHz blasting away at the side of you head.....

Something doesn't add up for link budgets and stuff. will have to study the specs and see.

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From: Jim Mullens11/5/2014 10:00:41 AM
18 Recommendations   of 168994
 
This is Qualcomm’s world and we’re all just living in it …………….....................

snips>>>>>>>

+ Qualcomm is the mobile industry’s equivalent of a god: omnipotent and omnipresent, yet invisible to the naked eye

+ We think of Google and Apple as the primary drivers of mobile innovation, but Qualcomm is just as instrumental in setting the pace of change.

+ It’s impossible to find a smartphone manufacturer that doesn’t speak of Qualcomm in glowing terms. HTC calls its chip supplier an "extremely important partner," while LG echoes Motorola’s language in……. These days, it’s a matter of picking between the various strata of Snapdragon models rather than the various processor vendors.

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

http://www.theverge.com/2014/11/5/7159559/qualcomms-world

This is Qualcomm’s world and we’re all just living in it

Guess who puts the turbo in the Droid Turbo’s name

By Vlad Savov on November 5, 2014 08:08 am Email @vladsavov

Qualcomm is the mobile industry’s equivalent of a god: omnipotent and omnipresent, yet invisible to the naked eye. The company that was founded on the premise of building "Quality Communications" can now be found inside every major smartphone in the US. Even the fiercely independent Apple, which designs its own mobile processors, has no choice but to use Qualcomm’s LTE modems. The same is true of Samsung, whose Exynos chip is replaced by a Qualcomm Snapdragon for the US and other markets. But Qualcomm’s influence spreads much wider and deeper still.

A week ago, Verizon introduced the Motorola Droid Turbo as its flagship phone for the holidays. Stacked to the gills with the highest of specs, this new Android phone derives its name from Moto’s Turbo Charger, which turns a 15-minute charge into as much as eight hours of battery life. The same accessory is bundled with the Nexus 6, another Moto product, and HTC has a competing Rapid Charger. Samsung touts a "0 to 50 in 30" tagline for the Galaxy Note 4’s ability to recharge half its power in half an hour, and Oppo’s R5 — the world’s thinnest smartphone — dubs the same technology with the name of VOOC. All that branding and marketing is just putting different stickers on the same thing: Qualcomm’s Quick Charge 2.0.

The other "turbo" aspect of the Droid Turbo’s spec sheet is the 2.7GHz Snapdragon 805 system-on-chip that powers it. Like every other non-iPhone flagship device released in the last two years, it uses Qualcomm’s latest processor. The LG G2 and G3, the Sony Xperia Z1, Z2, and Z3, the Nexus 5 and 6, the HTC One of both 2013 and 2014, and every Samsung Galaxy variant to reach the United States are all built around a multi-core Qualcomm heart. Outside the Android realm, Windows Phone is exclusively reliant on Snapdragon processors, to the point where Microsoft directs potential phone manufacturers to the Qualcomm Reference Design as a guide on how to build their handsets. Snapdragon is also the default choice for BlackBerry, whose latest Passport device uses a 2.2GHz Snapdragon 801.



We think of Google and Apple as the primary drivers of mobile innovation, but Qualcomm is just as instrumental in setting the pace of change. HTC's Sensor Hub that enables Motion Launch gestures and the Dot View case for the One smartphone wouldn’t be possible without the Snapdragon sensor engine. The current benchmark for smartphone battery life is set by Sony’s Xperia Z3 and Z3 Compact handsets, both running a Snapdragon 801. Calum MacDougall, Sony’s Head of Xperia Marketing, admits that "principally it is the processor" that's responsible for this improved power efficiency and endurance. Motorola managed to update the Moto X to Android 4.4 ahead of some Nexus devices last year, and Qualcomm was once again credited with contributing to that alacrity. In an interview with The Verge this summer, Moto’s software chief (and former Android engineer) Steve Horowitz explained that "great partnerships" like that with the Snapdragon processor maker are the secret to Motorola’s rapid software upgrades.

"At one time there were other players in this space, but Qualcomm’s innovation is what put them at the top of the industry."

It’s impossible to find a smartphone manufacturer that doesn’t speak of Qualcomm in glowing terms. HTC calls its chip supplier an "extremely important partner," while LG echoes Motorola’s language in saying that it has "a great partnership with Qualcomm and both companies respect one another tremendously." LG goes on to add that "at one time there were other players in this space, but Qualcomm’s innovation is what put them at the top of the industry." The central innovation responsible for Qualcomm’s present dominance are those LTE modems that even Apple can’t get away from. The Snapdragon system-on-chip integrates the modem and applications processor into a single chip and is thus dramatically more efficient — both in terms of space and power requirements — than the competition and makes the processor choice for most phone makers a foregone conclusion. These days, it’s a matter of picking between the various strata of Snapdragon models rather than the various processor vendors.

Nvidia continues to fight on with its Tegra series of chips, and the new K1 inside the Nexus 9 and the Shield Tablet is an undeniable performance beast, but the company has essentially withdrawn from the smartphone market. The Tegra 3 on 2012’s HTC One X was the last sincere effort to push Qualcomm’s Snapdragon off its perch as the premier mobile processor, though even then it was obvious how important that integrated LTE connectivity would be as the phone was released with a Qualcomm chip in the US.

In 30 years of operation, Qualcomm has spent more than $30 billion on R&D

To reach the top of the mobile world, Qualcomm has done an awful lot right and very little wrong. It picked the right side in the WiMAX vs. LTE war for the next generation of mobile internet technology, and it has integrated new features into its silicon that have been helpful to its partners and beneficial to end users. For a company now occupying a godlike position of preeminence, Qualcomm’s ascent has been prosaically gradual and simple.

There’ll never be a shortage of competition in the white-hot mobile market, but mobile innovation today — whether manifested in the Droid Turbo, HTC Sensor Hub, or Lumia Refocus — is built atop a foundation of Qualcomm chips.

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

About Vlad Savov I'm a Bulgarian who moved to London at the age of 12. My passions include watertight grammatical structures, rigorous research, and awesome photography. The greatest single piece of technology I've yet come across is the 2010 MacBook Air.

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

Savov’s article seems to be getting a lot of attention>>>>>>>>

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To: Jim Mullens who wrote (122670)11/5/2014 12:41:56 PM
From: matherandlowell
2 Recommendations   of 168994
 
Qualcomm is the mobile industry’s equivalent of a god


First the Higgs Boson, now the Q.

Interesting time to be an epistemologist.

j.

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From: The_Net11/5/2014 4:08:17 PM
2 Recommendations   of 168994
 
Qualcomm (QCOM) Misses Q4 EPS by 5c Qualcomm (NASDAQ: QCOM) reported Q4 EPS of $1.26, $0.05 worse than the analyst estimate of $1.31. Revenue for the quarter came in at $6 billion versus the consensus estimate of $7.02 billion.

Key Business Metrics

Fourth Quarter Fiscal 2014

  • MSM" chip shipments: 236 million units, up 24 percent y-o-y and 5 percent sequentially.
  • June quarter total reported device sales: approximately $57.4 billion, down 5 percent y-o-y and 1 percent sequentially.
  • Includes an estimated 256 to 260 million 3G/4G devices at an estimated average selling price of approximately $220 to $226 per unit.
  • Fiscal 2014

  • MSM chip shipments: 861 million units, up 20 percent y-o-y.
  • Total reported device sales (September quarter through June quarter): approximately $243.6 billion, up 5 percent y-o-y.
  • Includes an estimated 1,077 to 1,093 million 3G/4G devices at an estimated average selling price of approximately $222 to $228 per unit.
  • Business Outlook

    The following statements are forward looking, and actual results may differ materially. The "Note Regarding Forward-Looking Statements" in this news release provides a description of certain risks that we face, and our most recent annual report on file with the Securities and Exchange Commission (SEC) provides a more complete description of risks.

    Our outlook does not include provisions for future asset impairments or for pending legal matters, other than future legal amounts that are probable and estimable. Further, due to their nature, certain income and expense items, such as realized investment and certain derivative gains or losses, cannot be accurately forecast. Accordingly, we only include such items in our financial outlook to the extent they are reasonably certain; however, actual results may differ materially from the outlook.

    Our outlook for fiscal 2015 diluted earnings per share includes an estimate of the benefit related to stock repurchases that we plan to complete over the course of fiscal 2015 under our current stock repurchase program.

    China continues to present significant opportunities for us, particularly with the rollout of 3G/4G LTE multimode, but also presents significant challenges, as our business practices continue to be the subject of an investigation by the China National Development and Reform Commission (NDRC). Please refer to our Annual Report on Form 10-K for the year ended September 28, 2014 filed with the SEC for our most recent disclosures regarding the NDRC investigation.

    We also believe that certain licensees in China currently are not fully complying with their contractual obligations to report their sales of licensed products to us (which includes certain licensees underreporting a portion of their 3G/4G device sales and a dispute with a licensee) and that unlicensed companies may seek to delay execution of new licenses while the NDRC investigation is ongoing. We expect calendar year 2014 and 2015 global 3G/4G device shipments to be approximately 1.3 billion and 1.5 billion, respectively. However, our estimate of calendar year 2014 3G/4G device shipments that we currently expect to be reported to us is approximately 1.04 billion to 1.13 billion, which is adjusted for units that we believe may not be reported to us, are in dispute or are currently unlicensed. We have not provided a forecast for calendar year 2015 reported 3G/4G device shipments at this time. We are providing a guidance range for estimated 3G/4G total reported device sales that we currently expect to be reported to us in our fiscal 2015 (for sales by licensees in the September quarter of calendar 2014 through the June quarter of calendar 2015), which does not include sales that we believe may not be reported to us or may be in dispute but does include an estimate for some prior period activity that may be reported to us during fiscal 2015. We are taking steps to address these issues, although the outcome and timing of any resolutions are uncertain.

    We have not included any estimates related to the proposed acquisition of CSR plc in our fiscal 2015 outlook. The acquisition is expected to close by the end of the summer of 2015. We expect the acquisition to be accretive to Non-GAAP earnings per share in fiscal 2016, the first full year of combined operations.

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    To: The_Net who wrote (122672)11/5/2014 4:27:09 PM
    From: Jim Mullens
    2 Recommendations   of 168994
     
    the net, re: QCOM reports...............................................................

    05 QCOM Misses Q4 EPS by 5 cents

    FY15 guidance does not include potentially ~ 400 million devices 1.1 /1.5 or ~ 27% shortfall…if I’m reading this correctly.

    …………………….FY14 …..FY15

    EPS

    Non- GAAP………5.27……..5.05- 5.35

    GAAP …………….4.65…….4.33- 4.63



    I’m assuming FY 15 Guidance potentially could be 36% (0.4 /1.1) higher for QTL which represents 65% of EBT





    Snip>>>>>>>>

    We expect calendar year 2014 and 2015 global 3G/4G device shipments to be approximately 1.3 billion and 1.5 billion, respectively. However, our estimate of calendar year 2014 3G/4G device shipments that we currently expect to be reported to us is approximately 1.04 billion to 1.13 billion, which is adjusted for units that we believe may not be reported to us, are in dispute or are currently unlicensed. We have not provided a forecast for calendar year 2015 reported 3G/4G device shipments at this time. We are providing a guidance range for estimated 3G/4G total reported device sales that we currently expect to be reported to us in our fiscal 2015 (for sales by licensees in the September quarter of calendar 2014 through the June quarter of calendar 2015), which does not include sales that we believe may not be reported to us or may be in dispute but does include an estimate for some prior period activity that may be reported to us during fiscal 2015. We are taking steps to address these issues, although the outcome and timing of any resolutions are uncertain.


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    From: hedgefund11/5/2014 4:36:06 PM
    4 Recommendations   of 168994
     
    There have been so many Q stock price killers/extortionists in the past that I can't recall all of them but I was content to think China might be the last on them. But then I thought about space exploration and it occurred to me that there could be many more out there in the billions of planets we have yet to explore. Yes, there may be an endless number of buying opportunities lurking in outer space. Hf

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    To: Jim Mullens who wrote (122673)11/5/2014 4:42:21 PM
    From: Humble
       of 168994
     
    Jim, 1.5b devices is CY15, not FY15, 3G/4G forecast. CY14 is 1.3b devices, maybe it's more safe to say FY15 is 1.4b instead of 1.5b, IMHO.

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    To: Humble who wrote (122675)11/5/2014 4:48:49 PM
    From: Jim Mullens
       of 168994
     
    Humble, re CY not FY

    Thanks for the clarification.

    Should then say on a CY basis, (If they gave CY) Guidance potentially could be 36% (0.4 /1.1) higher for QTL which represents 65% of EBT

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

    FY15 guidance does not include potentially ~ 400 million devices 1.1 /1.5 or ~ 27% shortfall…if I’m reading this correctly.

    …………………….FY14 …..FY15

    EPS

    Non- GAAP………5.27……..5.05- 5.35

    GAAP …………….4.65…….4.33- 4.63

    I’m assuming CY 15 Guidance potentially could be 36% (0.4 /1.1) higher for QTL which represents 65% of EBT

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