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   Technology StocksQualcomm Moderated Thread - please read rules before posting


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To: sag who wrote (131831)7/15/2016 6:20:38 PM
From: slacker711
7 Recommendations   of 161016
 
Goodbye.

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From: badger37/15/2016 7:08:09 PM
4 Recommendations   of 161016
 
I think the fact that our Chairman signed this "open letter"..choosing sides in the upcoming election opens the topic for discussion. As if Qualcomm shareholders didn't have enough political risk to worry about already...Paul & team have just magnified that immensely.

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To: badger3 who wrote (131833)7/15/2016 7:42:05 PM
From: slacker711
3 Recommendations   of 161016
 
I think the fact that our Chairman signed this "open letter"..choosing sides in the upcoming election opens the topic for discussion. As if Qualcomm shareholders didn't have enough political risk to worry about already...Paul & team have just magnified that immensely.

It is a fair point.

My thoughts are two-fold.

1) Unfortunately, the history of the net and the brief political comments on this thread indicate that political discussion invariably ends up in name calling. How often does anybody ever change their mind? or even learn something new that broadens their world view? People usually start with a viewpoint go back and forth with the other side and end up with the same viewpoint.

It isnt going to make anybody any money.

2) We have multiple other threads where Qualcomm and politics can be discussed if people feel the need.

Subject 30581

Subject 57228

Last but not least, I have no desire to moderate the political discussion. If people feel it belongs on the thread, then I am more than willing to pass the torch to somebody who wants the responsibility.

Slacker

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From: A.J. Mullen7/15/2016 11:15:18 PM
2 Recommendations   of 161016
 
I just came across an ad for wireless charging of EVs, pluglesspower.com. It seems as if inductive charging is available for domestic use now. Is the charging technology QCOM bought from New Zealand (Halo) bringing revenue? I spoke with an engineer at qcom's display at CES last year, but had not seen anything since about cars.

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From: waitwatchwander7/16/2016 8:33:50 AM
1 Recommendation   of 161016
 
Driving west yesterday morning stuck in a traffic jam. Lots of digital (led based) billboards along my route. With the morning sun their colours sure were washed out.

Qualcomm missed a real opportunity of redirecting Mirasol towards outdoor signage. The customers for that technology are big boys and more likely to pay the price of new innovation than those going after selling the product directly to customers.

If only they thought that one through beyond their myoptic phone stance. San Diego must have tons of outdoor signage. They need to handle the big signs though.

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To: waitwatchwander who wrote (131836)7/16/2016 12:43:34 PM
From: BoonDoggler
1 Recommendation   of 161016
 
Billboards? They were never able to produce (at scale) screens the size of smartphones, let alone billboards. I'd guess if you laid all the watch screens they produced side by side in a grid, it wouldn't amount to a billboard.

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To: BoonDoggler who wrote (131837)7/16/2016 12:52:58 PM
From: A.J. Mullen
3 Recommendations   of 161016
 
The problem for Mirasol, cited by management, was quality not quantity. They couldn't match the quality of LED and OLED screens, although of course the experience with them suffers badly in daylight. Billboards require much lower resolution than any phone screen. If billboards are too big to do immediately, there are other outdoor sign applications such as filling stations, ATMs, etc.

Ashley

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To: A.J. Mullen who wrote (131838)7/16/2016 1:50:37 PM
From: waitwatchwander
   of 161016
 
Signage resolution is a good point. A missing pixel here and there is likely not an issue. The pixels could also be larger. The biggest issue with signage has to be power and on-going maintenance requirements. Always on needs to be most reliable and weather tight (dust, rain, heat, humidity and snow).

Different set of challenges but still requiring advanced and tenacious engineering skill.

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To: slacker711 who wrote (131817)7/17/2016 3:53:08 PM
From: badger3
6 Recommendations   of 161016
 
The fine doesnt matter much, but the quote saying that Qualcomm should have licensed on the chipset level is definitely a problem.

if the fine ends up being anywhere near $800 million, and/or they try to change the terms of the contracts..I would tell the Koreans to go pound sand. Unlike the Chinese, S Korea has little to no leverage over Q. The only thing they can really do is ban our chipsets within their borders..and to my knowledge, Samsung uses their own chips in the Korean market (and LG might too)..so the financial impact would be minimal.

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From: slacker7117/17/2016 10:52:20 PM
   of 161016
 
SoftBank buying Arm for $31 billion.

finance.yahoo.com

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