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bennetmei
User Rank
Freelancer
re: Qualcomm's profit hurt by competition from China
bennetmei   4/26/2013 9:34:46 AM
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"Lazard maintains a "buy" rating on Qualcomm's stock and a price target of $29. Qualcomm's stock traded at about $62.41 late Thursday" Is this a joke or typo?

SoCalProfessional
User Rank
Rookie
re: Qualcomm's profit hurt by competition from China
SoCalProfessional   4/26/2013 3:41:27 PM
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It must be $69 instead of $29.

tapaktapisch
User Rank
Rookie
re: Qualcomm's profit hurt by competition from China
tapaktapisch   4/26/2013 11:27:04 PM
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Rrr

pscalare
User Rank
Rookie
re: Qualcomm's profit hurt by competition from China
pscalare   4/27/2013 2:40:01 AM
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What does "intense China competition" mean? Does it mean LTE chips, Apps processor, intellectual property? I wasn't aware that Qualcommm competes with any chip or IP companies.

eewiz
User Rank
CEO
re: Qualcomm's profit hurt by competition from China
eewiz   4/27/2013 1:57:47 PM
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believe its the app processor and baseband chip market. Mediatek,Rockchip,alwinner etc takes some share in the lower end market. Sadly qualcomm will have to get used to this.

Chipguy1
User Rank
CEO
re: Qualcomm's profit hurt by competition from China
Chipguy1   4/28/2013 7:31:34 PM
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I think most are still underestimating the cost pressure Mediatek, Rockchip, Allwinner and etc. are going to bring to the smartphone and tablet computing market. Market for these post pc devices will not play out like pc's (where a dominate vendor like Intel can charge $ 100-200 for a CPU). Margins will be brutal. This trend will have Important ramifications for entire semiconductor market.

JAK620
User Rank
Rookie
re: Qualcomm's profit hurt by competition from China
JAK620   4/29/2013 3:05:44 PM
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Price is one crucial element to profit. Another is cost. If you have any contact from within Qualcomm, see if you can get a rough quote of their Fab cycle time from their foundries. You'll be amazed!!! Qualcomm sure has great products. But without their pattern loyalty income, I doubt the chipset is make the level of profit it should to stay competitive in long term. Qualcomm needs to sort out issues in their supply chain operations.

JAK620
User Rank
Rookie
re: Qualcomm's profit hurt by competition from China
JAK620   5/1/2013 6:51:32 PM
NO RATINGS
"patent royalties"



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