existing deals and aggressively monetises its IPR pool." Qualcomm , which has profited far more than any company from mobile ..... since it suggests an OEM's use of baseband chips supplied by Qualcomm (a Nokia licensee) doesn't mean it's protected from having
By Ed McKernan : During this past year, the big winner in mobile computing has been Micron ( MU ) as profits rebounded and the stock has soared from $5 to over $21. With their acquisition of Elpida a vastly narrowed field from 20 years ago, when we had true Peak DRAM has presented itself. The ...
By Seeking Profits : Shares of Intel ( INTC ) rallied 3% on Friday and are now up 24% on the year after Citi analysts upgraded the stock from a hold to buy citing stabilizing PC shipments. In its disappointing 2014 guidance, Intel guided to a 5% decline in PC units (presentation here ). ...
disappoint. I respectfully disagree. Qualcomm 's Cash Cow Isn't Chips A quick look at Qualcomm 's ( QCOM ) income statement shows something particularly ..... above, note that "QCT" represents " Qualcomm Communication Technologies" or essentially
share gains by Broadcom would likely come at Qualcomm 's ( QCOM +0.1% ) expense. Qualcomm had a 97% 4G baseband share earlier this year ..... manufacturing process. Investors have already expected Qualcomm 's 4G baseband share to fall some in 2014
with other 3G networks, we think the focus of the event will be on Apple’s newer 4G iPhone 5s and 5c. We suspect that Qualcomm will continue to supply Apple with the baseband chips needed to run the iPhone 5s and 5c on a TD-LTE network, but perhaps
By Kofi Bofah : In 2012, Intel ( INTC ) outlined an aggressive strategy to begin diversifying its product portfolio away from the personal computer market. To do so, Intel has thrown several billions of dollars into capital spending over the course of the past 24 months. These efforts, however, ...
via the A4WP standard. It also contains a low-power ARM Cortex-M3 CPU core (often found in microcontrollers). Rival Qualcomm recently launched its Toq smartwatch, which contains a Bluetooth Smart chip (presumably its own) and wireless charging support
Bottom Up Investing: Previously on Qualcomm ( QCOM ), I wrote that I was thinking ..... report adds to the bullish case for Qualcomm . QCOM data by YCharts Specifically ..... end of the decade. This leaves Qualcomm well positioned to increase revenues
Advanced Micro Devices, Inc. ( AMD ). Add the fact that there are strong competitors around - Intel ( INTC ) and Qualcomm ( QCOM ) to name a few - the pressure is on for AMD to come up with something innovative. The PC sales decline does not