| To: badger3 who wrote (152463) | 3/11/2021 1:31:02 PM | | From: waitwatchwander | | | | | It's par for this course and been par for well over a decade. Only exception I've seen here is last year when they balked about this std bump due to COVID. The best anyone could have expected is to also account for that loss but COVID is still out-and-about. |
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| To: badger3 who wrote (152465) | 3/14/2021 4:31:29 PM | | From: waitwatchwander | | | | This was the second problem I had with Qualcomm.
First was more telecom industry related rather than specifically Qualcomm.
Nothing comes easy nor in a singular manner. People part of it all messes me up the most. |
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| From: John Hayman | 9/15/2021 5:40:40 PM | | | | | | Interesting listen about Epic vs Apple court case.
john
Epic vs. Apple Judgment - When Both Parties LOSE! Viva & Barnes HIGHLIGHT
6,425 views
Sep 15, 2021
youtu.be |
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| From: waitwatchwander | 9/15/2021 6:39:27 PM | | | | | | Interesting trading in QCOM today. Looks like 3 morning hits with reconciliation at noon.
Post noon day traders traded it out flat. Isn't this unusual? Except for QCOM, of course.
Couldn't break it lower at 3:00 !!!
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| To: George Gilder who wrote (21275) | 2/12/2022 2:39:39 AM | | From: Maurice Winn | | | | Now with over 20 years hindsight. What might have been! Instead of pdQ we have megatons of iPhones and AAPL [which barely existed in 1999] is now worth nearly $3 trillion despite being brutalized by monopolist Qualcomm which has a minuscule fraction of Apple's market capitalisation = $0.18 trillion.
In the next few years, when practically everyone totes pdQs around the globe, and Qualcomm buys a floundering Ericsson, some such frequency agile mode will become mandatory.
Mqurice |
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| To: Maurice Winn who wrote (152471) | 2/12/2022 8:29:03 AM | | From: arun gera | | | | <What might have been! Instead of pdQ we have megatons of iPhones and AAPL [which barely existed in 1999] is now worth nearly $3 trillion>
You have to give it to Steve Jobs in design and Cook to execution. Based on the IBM PC ecosystem, it was clear there were just two victors in profits - the leading chip designer (Intel) and the leading OS designer (Microsoft). The end user device manufacturers fought in a commodity business with many disappearing/merging except Dell/HP in the US. And the original ecosystem designer IBM was probably forced by the FTC as an anti-monopoly gesture to design the IBM PC ecosystem. Thats why IBM's heart was not in it. IBM lost the battle even with an OS that was better.
Remember, there was no proof then that Apple iPhone model will be that big a success. Apple had superior Macs for years and yet was only had about 10% market share, and around the time PDQ came out gross margins in the high teens. Then Steve Jobs started making the changes after his return and the rest is history. Tim Cook's supply chain management (including pressurizing Qualcomm) and the increased sophistication in capabilities at lower cost from the Taiwan/Chinese infrastructure made all the difference.
Qualcomm decided to be the "Intel Inside" and "IBM" - the ecosystem builder. Microsoft took over the WinTel ecosystem responsibilities on desktops and on-premise infrastructure, and in the Cloud (No. 2 player.)
Later Google decided to be the OS builder (Android). Both have made profits, with Google having a stickier relationship with end users - higher market share in eyeballs on all devices - PCs, Chromebooks, Smart Phones, and Google Home/Alexa/Echo. Lets see who wins in the car user interface.
It was expected that consumer device makers such as Sony (of Walkman fame) would be able to hold back newcomers such as Apple in handheld device space. Instead, Samsung and to a lesser degree Xiaomi have stepped in that place. Rest are the also rans in terms of Premium Brands. And only Samsung probably makes good profits from the mobile phone business. LG surrendered and got out.
Somewhere along the way the advantage of Moore's law has passed onto the companies that are closest to the consumer for two reasons - human attention is the goldmine, and consumers are willing to pay premium for intuitive/smooth interfaces that are easier to learn and do not require relearning. Microsoft has taken advantage of that on the Windows desktop interface, and Apple has fought off the challenge from Android even with a narrowing advantage of a more intuitive and consistent design and integration with other devices.
-Arun |
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