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To: slacker711 who wrote (138292)10/4/2017 7:58:41 PM
From: waitwatchwander
4 Recommendations   of 147852
Apple watch modem an MDM 9X35M (QUALCOMM 2013 in IHS mask pictures)

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From: waitwatchwander10/4/2017 10:34:02 PM
   of 147852
Another shouldn't have happened Apple issue ...

iOS11 battery issue solved: Pretty sure upgrading turned on background app refresh for every app. I fixed it yday and today is much better.

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From: voop10/5/2017 4:56:29 AM
   of 147852

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From: Bill Wolf10/5/2017 6:53:15 AM
2 Recommendations   of 147852
New Google earbuds offer real-time translation of conversations - including Chinese

‘If it works like that in the real world, that is a wow-we-are-living-in-the-future moment’

PUBLISHED : Thursday, 05 October, 2017, 8:36am
UPDATED : Thursday, 05 October, 2017, 5:21pm

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From: Bill Wolf10/5/2017 7:02:38 AM
   of 147852
Google Pixel 2 vs. iPhone X vs. Galaxy S8: how the phones compare

by Chaim Gartenberg@cgartenberg Oct 4, 2017, 4:00pm EDT

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From: benhorseman10/5/2017 8:53:36 AM
   of 147852

Hardware Problem – The AAPL Bear CaseAt its core, Apple is a hardware company, and that's a big risk for AAPL stock
By Vince Martin, InvestorPlace Contributor | Oct 5, 2017, 7:11 am EDT
Get AAPL alerts: Submit

Popular Posts: Advanced Micro Devices, Inc. (AMD) Stock Story Is Played out — and Priced In Starbucks Corporation (SBUX) Stock Has Huge Problems The Rally in Ford Motor Company (F) Stock Won’t LastRecent Posts: Snap Inc (SNAP) Stock Has Two More Big Problems Apple’s Hardware Problem – The AAPL Bear Case Netflix, Inc. (NASDAQ:NFLX) Dominance Is Eroding Quickly View All Posts

I’m a skeptic toward Apple Inc. (NASDAQ: AAPL) stock. So far in 2017, that skepticism has looked downright foolish, as AAPL stock’s price today is up 33% this year alone, even after a recent pullback.

Source: Apple

The bear case for AAPL stock is tough to make on the surface. Apple is the world’s most valuable company, ever. The company has more cash than it knows what to do with, and it’s the premier brand in the world. And yet Apple stock trades for 14x 2018 analyst EPS estimates — around 13x when backing out the company’s net cash.

Even right now, the market is pricing AAPL stock as if its growth will come to an end relatively soon. That seems almost ridiculous as consumers wait in anticipation for the $999 iPhone X. But if an investor understands the role of hardware in the future tech ecosystem, that possibility starts to make more sense, as does the low valuation of Apple stock.

AAPL Stock Relies Heavily on the iPhoneOne of my long-held concerns about Apple stock is its reliance on the iPhone. Ancillary products have come and gone. The iPod once was a profit center, iPad revenue soared and fell, and now Services sales are rising (+19% through the first three quarters of FY17). But no matter what the product, non-iPhone revenue simply hasn’t moved ($77.8 billion in 2012 and $78.9 billion in 2016).

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From: benhorseman10/5/2017 10:07:12 AM
3 Recommendations   of 147852

Buy Qualcomm Before Apple Starts Paying Royalties Again.

I initially wrote about Qualcomm ( QCOM) a little over 4 months ago. I rated the chip maker a buy for two main reasons. The first was their NXP ( NXPI) acquisition. This deal is estimated to not only increase their chip business by a 40%, but also lead them into multiple brand new business areas including automotive, Internet of Things, and digital networking. The second reason was because I believed the Qualcomm's steep drop after being sued by Apple ( AAPL) was overblown.

As you can see from the chart above, the stock has fallen about 14% since my initial call. I recently revisited my thought process and my work and had to ask myself the age-old question, am I wrong or am I early? If I was wrong I need to close my position, but I have no problem with being early. This is a long-term position for me and I'm willing to continue collecting the over 4% dividend payment as I wait.

Most of this article will be about the Apple lawsuit, but I wanted to touch very quickly on the NXP acquisition. The deal is expected to be complete by the end of 2017. Besides allowing to to break into new business areas, Qualcomm will be adding about $9.5 billion in revenue and $1.9 billion in Free Cash Flow. Nothing much has changed since my previous article covering this which you can read here.

Apple is currently suing Qualcomm in the US, China, and the UK for two main reasons. The first is that Apple is claiming that a recent ruling from the Supreme Court would prohibit Qualcomm from selling it's chips while also licensing its technology at the same time. The second is that Apple claims Qualcomm is price gouging.

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To: benhorseman who wrote (138400)10/5/2017 11:14:22 AM
From: sbfm
   of 147852
"I wanted to touch very quickly on the NXP acquisition. The deal is expected to be complete by the end of 2017."

Anyone have any updates on the NXP deal? Has the clock restarted?

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From: Jim Mullens10/5/2017 11:15:47 AM
4 Recommendations   of 147852
AAPL Sewell / T-Mobile reports massive MIMO delivered 600% capacity increase.....

Hmmm, 600% increase in capacity from advances in cellular technology that QCOM & others enable by employing tens of thousands engineers (QCOM 20,000) and spending billions of dollars to invent.

And now we have AAPL’s general counsel Sewell downplaying the significance of the modem and cellular connectivity ---“...(modem)..of no special significance,..... and cellular connectitity....its not as important as it used to be...” What an imbecil / moron

Snip from 17 10 04 Bloomberg- AAPL and QCOM Billion-Dollar War Over an $18 Part

"....As Apple sees it, a cell phone modem is one of many components—and of no special significance. Sewell points out that if your cellular network is down, it’s possible to get online using Wi-Fi, which uses a different chip. Moreover, phones aren’t just phones anymore; they’re also navigational tools, digital wallets, health monitors, cameras, and more. All of those functions work with or without cell service. “Cellular connectivity is important,” he says, “but it’s not as important as it used to be.” ..."

Sewell's / AAPL's ignorance reinforces another thought-

My idea for another ad would be- “ A day without QCOM technology”, discussing Smartphone users frustrations in attempting to do common tasks without QCOM’s pioneering innovations, or those in which QCOM was at the forefront in developing / standardizing.

Examples would be use in congested / fringe areas comparing the current LTE experience with that using 2G / 3G technologies employed in both the device and network.
+ connection failures / slowness

+ handoff failures
+ music / video download times

+ streaming videos- buffering issues, etc.
+ texting failures in congested / fringe areas.


T-Mobile, Huawei test massive MIMO in Amsterdam

By Juan Pedro Tomás on October 4, 2017 5G, Carriers, Network Infrastructure

The Dutch telco said massive MIMO delivered 600% capacity increase

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To: sbfm who wrote (138401)10/5/2017 11:20:25 AM
From: slacker711
   of 147852

Nope. PJ attributed this to the amount of information that needed to be gathered but we are at 3 months and counting on the delay.


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