I couldnt agree more! I saw armh come out with great earnings as they stated strong smart phone numbers along with smart tvs(not relevant) and tablet numbers.
BRCM-beat both on the top line and EPS side.
APPLE-despite a dismal stock boucnce did well on iphone and ipad sales which is qcom's sweet spot.
Remember this that qcom has delivered fine quarters in quarters where apple has disappointed and this wasnt one of those quarters.
With Samsung's products being quite strong in phone and tablets and of course the other android based products which qcom is in expect a quarter that is impressive with EPS around 1.19 +/- .01 and $6.15 to 6.18B in revenue.
This should drive the stock to a near 69 or so after hours.
70 isnt far away. I'm long this in many ways but very bullish based upon the obvious!