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QUALCOMM Incorporated Message Board

gutboy09 245 posts  |  Last Activity: Apr 12, 2014 12:48 PM Member since: Oct 7, 1999
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  • Reply to

    I expect QCOM will Raise prior to earnings release

    by gutboy09 Apr 10, 2014 1:18 PM
    gutboy09 gutboy09 Apr 12, 2014 12:48 PM Flag

    I re-invest them too.

    Sentiment: Strong Buy

  • gutboy09 gutboy09 Apr 12, 2014 11:39 AM Flag

    more to the article. But I like this Overall, we expect the Qualcomm / MediaTek duopoly to get even stronger in the coming years and see positive implications for the overall industry profitability.

    Sentiment: Strong Buy

  • April 11, 2014, 6:04 P.M. ET
    Qualcomm, MediaTek in Two-Horse Race, Says CLSA; Game Over for BRCM, Etc.
    By Tiernan Ray

    CLSA Asia-Pacific Markets‘s Srini Pajjuri today reflects on attempts by chip makers Broadcom (BRCM), Intel (INTC), Marvell Technology Group (MRVL), and Nvidia (NVDA) to compete with Qualcomm (QCOM) in the baseband radio chips at the heart of wireless devices, calling the battle a “pipedream” and predicting many of the challengers will fold up without making a dent in Qualcomm’s position.

    Instead, Pajjuri argues it will come down to a two-horse race between Qualcomm and Taiwan’s MediaTek (2454TW).

    Writes Pajjuri, who rates Qualcomm Outperform, and MediaTek a Buy, the battle is over, pretty much:

    We believe that the baseband battle is largely over and expect more consolidation in the next 1 – 2 years. Nvidia is already shifting its investments, and we see a strong possibility that Broadcom exits in the next 6 – 9 months. Intel’s new management may have a bit more time, but we do not see enough opportunity to justify its $2bn+ investments. Marvell is least likely to exit in our view, but we expect it to remain a niche player. Overall, we expect the Qualcomm / MediaTek duopoly to get even stronger in the coming years and see positive implications for the overall industry profitability.

    Sentiment: Strong Buy

  • Reply to

    Q get another Upgrade - ISI say $90.00

    by gutboy09 Apr 11, 2014 12:50 PM
    gutboy09 gutboy09 Apr 11, 2014 3:09 PM Flag

    Basher didnt like ISI's upgrade to $90.00

    hoping hes choking on this. So many upgrades so many.

    Sentiment: Strong Buy

  • gutboy09 gutboy09 Apr 11, 2014 3:08 PM Flag

    Basher doesnt like RBC said $85.00.

    Sentiment: Strong Buy

  • gutboy09 gutboy09 Apr 11, 2014 2:05 PM Flag

    nah they wont take him. He likes his cardboard box.

    Sentiment: Strong Buy

  • Qualcomm, Ericsson Top RBC List of Telecom Bargains

    By Tiernan Ray

    As mentioned earlier, RBC Capital Markets‘s Mark Sue today pounds the table for his favorite telecom picks in the wake of the Nasdaq sell-off, urging investors to buy shares of Qualcomm (QCOM), Ericsson (ERIC), F5 Networks (FFIV), Brocade (BRCD), Aruba Networks (ARUN), Finisar (FNSR), Nokia (NOK), and Arris (ARRS).

    Sue advises “sticking with the winners”:

    With the Dow and the S&P just 3% from their recent highs (and off -2% and flat, respectively, YTD), yet with many tech stocks down -30% to -50% in the last 30 days, our screening methodology for a selective posture in CommTech includes: dominant market position, business re-composition, strong cash flows, limited technology and disintermediation risk and reasonable valuation.

    He makes the argument for Qualcomm’s earnings and valuation, and reiterates an Outperform rating and an $85 price target:

    With double-digit revenue and earnings growth, Qualcomm continues to be attractive towards our price target of $85. The royalty business remains healthy and defensible; generating significant operating income and Qualcomm’s well positioned to benefit from LTE (TDD, FDD) ramp launch the rest of 2014. Investors also get about 75% of Qualcomm’s free cash flow, which we estimate to be about $9B/year, in the form of both cash dividends and buybacks. Moving parts related to China remain (anti-trust, royalty-rate) but are manageable. Our CY15 EPS is $5.65, implying a P/E of 14x and 11x ex cash. Current FCF yield is 7.0% with a dividend yield of 1.8%.

    Sentiment: Strong Buy

  • Friday's Top Upgrades (and Downgrades)
    Motley Fool By TMFDitty
    35 minutes ago

    This series, brought to you by Yahoo! Finance, looks at which upgrades and downgrades make sense, and which ones investors should act on. Today, we'll be looking at three new semiconductor stock picks from broker ISI Group , which recently advised investors to buy shares of Qualcomm (QCOM) and Micron Technology (MU) -- but not SanDisk (SNDK) . Let's dive right into the ratings.

    Qualcomm -- strong buy
    On another "red" day for stock markets, shares of Qualcomm are defying the downturn in early trading, gaining a small fraction of a percent in response to late-breaking news that ISI Group has endorsed the stock.

    Assigning Qualcomm and "strong buy" rating and a $90 price target last night after market close, ISI predicts a 15% profit for investors who buy the shares today. Is the analyst right?

    Priced at 20 times earnings, Qualcomm shares still look somewhat overvalued from a traditional PEG perspective (price-to-earnings ratio, divided by forward growth rate). And yet, ISI Group may still be onto something here. Qualcomm, you see, generates a whole lot more cash than its GAAP income statement gives it credit for -- $8.5 billion in positive free cash flow produced over the past year, versus only $6.8 billion in reported GAAP "earnings."

    This powerful cash engine has also enabled Qualcomm to amass a warchest of just under $17.3 billion in cash, with negligible debt. As a result, a better picture of the stock's value may be gained by thinking of it not as a "20 P/E stock," but rather as a business selling for an enterprise value of just 13.

    Sentiment: Strong Buy

  • Reply to

    Qcom never had reverse split here is the truth

    by s_sykes Apr 10, 2014 11:52 PM
    gutboy09 gutboy09 Apr 11, 2014 12:46 PM Flag

    Correct! Qcom never had a reverse split. The charts dont lie like the basher does.

    Sentiment: Strong Buy

  • Reply to

    Qcom = Cash Cow

    by s_sykes Apr 11, 2014 12:01 AM
    gutboy09 gutboy09 Apr 11, 2014 12:45 PM Flag

    You can say that again!

    Sentiment: Strong Buy

  • gutboy09 gutboy09 Apr 11, 2014 12:44 PM Flag

    .42 not bad. I bet they will increase to .50 at some point

    Sentiment: Strong Buy

  • Qualcomm, Ericsson recommended by RBC Capital
    Shares of Qualcomm (QCOM) and Ericsson (ERIC) are outperforming the broader market after RBC Capital said the stocks were good investments for the near-term. Qualcomm sells chips used in smartphones, while Ericsson is a provider of communications equipment. WHAT'S NEW: Qualcomm's royalty business remains healthy and defensible, RBC Capital analyst Mark Sue wrote in a note to investors earlier today. Additionally, Qualcomm should benefit from the expansion of LTE networks and it returns 75% of its free cash flow to shareholders, Sue stated. The analyst was also upbeat on Ericsson, as he expects the company's revenue to steadily grow by about 2%-5%. Like Qualcomm, Ericsson should benefit from the expansion of LTE networks, as the company has a 40% share of the global LTE market, Sue stated. The company can benefit from upgrades in Europe and new contracts in Japan and the analyst also thinks Ericsson could raise its dividend. Sue kept Outperform ratings on both Qualcomm and Ericsson. WHAT'S NOTABLE: On March 30, Barron's identified Ericsson as one of several companies that could benefit from increases in the value of their products and possibly become takeover targets for Google (GOOG) or other companies. Other technology vendors that are in this category include Alcatel Lucent (ALU), Nokia (NOK), and Ciena (CIEN). PRICE ACTION: In early trading, Qualcomm climbed 13c to $78.20 and Ericsson shares were down 4c to $13.17, while the Nasdaq index was down nearly 1%

    Sentiment: Strong Buy

  • Reply to

    This will be back to 79 before you know it.

    by gutboy09 Apr 10, 2014 2:43 PM
    gutboy09 gutboy09 Apr 10, 2014 4:50 PM Flag

    coming up in ah.

    Sentiment: Strong Buy

  • Reply to

    This will be back to 79 before you know it.

    by gutboy09 Apr 10, 2014 2:43 PM
    gutboy09 gutboy09 Apr 10, 2014 3:56 PM Flag

    Like I said 79 before you know it.

    basher buries posts with his back in 2000. Duh. what a maroon. LOLOLOL

    Sentiment: Strong Buy

  • eom eom

    Sentiment: Strong Buy

  • LOL

    Sentiment: Strong Buy

  • gutboy09 gutboy09 Apr 9, 2014 4:22 PM Flag

    wish i could of posted the whole article for some reason it wouldnt take but I looked up Xiaomi on the Q site and they are a subscriber licensee. So 100M new sales for Q.

    Sentiment: Strong Buy

  • China’s Xiaomi Plans to Give IPhone Cool at Half Price
    By Bloomberg News Apr 9, 2014 3:40 AM ET 55 Comments Email Print

    As China’s Xiaomi Corp. began selling smartphones in Singapore this year, each batch sold out in just a few minutes. So when the company asked people on Facebook to spread the word that more phones would be available soon, one fan was having none of it.

    “Spread the word so that my friend can compete with me to buy the phone in under 8 minutes?” wrote Zen Yeo, a 31-year-old documentary film director. “You must be kidding me.”

    Such is the fervor for Xiaomi. Though the Beijing-based company is little known beyond Asia, it has become one of China’s top competitors in four years. Xiaomi’s appeal: It offers the technology and style of Apple Inc. (AAPL) or Samsung Electronics Co. (005930) at less than half the cost.

    Now founder Lei Jun, 44, is taking his formula abroad. He’s beginning in markets with Chinese populations like Singapore and has hired Google Inc.’s Hugo Barra to lead the effort. Lei’s goal is to boost sales fivefold to 100 million phones in 2015.

    “We’re moving as fast as we can,” Barra said. “We’re working around the clock with our supplier and manufacturing partners to meet demand.”

    Xiaomi reflects a shift in China’s economy, with technology companies gaining prominence to match state-owned enterprises in sectors like oil and coal. The country’s standouts include Internet portal Tencent Holdings Ltd., computer maker Lenovo Group Ltd. (992) and Alibaba Group Holding Ltd., the e-commerce company headed for a multibillion-dollar initial public offering.

    Sentiment: Strong Buy

81.22+1.040(+1.30%)3:15 PMEDT

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