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   Technology StocksQualcomm Moderated Thread - please read rules before posting


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From: Jim Mullens11/5/2014 10:00:41 AM
18 Recommendations   of 170311
 
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.

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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.

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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.

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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 170311
 
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 170311
 
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 170311
     
    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 170311
     
    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 170311
     
    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 170311
     
    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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    To: Humble who wrote (122675)11/5/2014 5:18:12 PM
    From: Jim Mullens
    1 Recommendation   of 170311
     
    Humble, CY guidance ...

    OK, now got it. Not providing CY 15 guidance at this time. Please disregard prior 2 posts.

    Don't know if FY15 guidance includes or does not include revenues / expenses for China device sales in dispute.

    Per Q&A- high end of guidance assumes "some" net income of items in dispute. Very confusing.

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    To: Jim Mullens who wrote (122677)11/5/2014 5:47:47 PM
    From: B. A. Wayne
       of 170311
     
    Presumably the lost revenues also impacts licensing and royalty up front payments? Any way Q can book the losses for tax purposes until they are recovered?

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    To: B. A. Wayne who wrote (122678)11/5/2014 5:54:01 PM
    From: Art Bechhoefer
       of 170311
     
    "Any way Q can book the losses for tax purposes until they are recovered?" I doubt it. What seems to happen is that Q is now reporting lower QTL revenues and royalties, producing less taxable revenue. At some later point, if Q can collect the revenues owed from either companies not licensed or companies that are licensed but still aren't paying, the additional revenues will simply add to total taxable income. The discrepancy between what Qualcomm estimates as "global" versus "reported" revenues accounts for the wider range of guidance for the coming quarter and fiscal year.

    Art

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