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QCOM
Qualcomm Inc.

5/24/2012, 8:18 AM ET
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QCOM Market Currents more »
  • Tuesday 2:10 PM The Street is pricing Qualcomm (QCOM +1.2%) as if its business model is broken, says Bernstein's Stacy Rasgon. At a sub-$60 stock price, he thinks investors are pricing in a major decline in Qualcomm's royalty payments, either due to a lower rate or declining 3G/4G phone prices, and/or a drop in its chip margins. Rasgon, who has a $75 PT on Qualcomm, doesn't see either scenario as likely. (earlier)
    4 Comments
    [Tech, Quick Ideas]
  • Tuesday 10:36 AM Preferential treatment from TSMC (TSM) or not, Qualcomm's (QCOM) 28nm baseband chip shortage is leading the likes of Samsung (SSNLF.PK), LG (LGEAF.PK), and HTC to worry they won't be able to meet 4G phone demand. While 4G devices make up only a small percentage of global phone sales, they account for a much larger chunk of high-end sales. And shipments are expected to surge in 2H thanks to the Samsung Galaxy S III and next-gen iPhone. (previous)
    Comment!
    [Tech]
  • Monday 10:45 AM Piper's Gene Munster declares there's an 80% chance Apple (AAPL +3.4%) will hit his sales forecasts for the next-gen iPhone, in spite of Qualcomm's (QCOM) 28nm chip supply issues. In typical form, Munster adds the next iPhone will trigger the biggest "upgrade cycle in smartphone history." Meanwhile, Jefferies' Peter Misek predicts Apple will lower the unsubsidized price of the iPhone 3GS to $250-$300, to help it better compete with Android in emerging markets. (previous)
    2 Comments
    [Tech, On the Move]
  • Friday 9:10 AM It looks as if Samsung's (SSNLF.PK) Galaxy S III could further cement the company's high-end Android dominance: the Korea Economic Times reports Samsung has already received 9M pre-orders for the devices. The Galaxy S III, announced to much fanfare two weeks ago, sports a 4.8" display and plenty of proprietary software. Qualcomm's (QCOM) MSM8960 processor is believed to power the U.S. version. Update: Jim Dalrymple points out the pre-orders are from carriers, not consumers.
    Comment!
    [Tech]
QCOM in Focus more »
QCOM Instablog posts more »
  • Current Market And Portfolio Analysis
    Wed, May 16 • John Cofran • Comment!
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    Wed, Apr 18 • InTheMoneyStocks.com • Comment!
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Company Description

We incorporated in 1985 under the laws of the state of California. In 1991, we reincorporated in the state of Delaware. We operate and report using a 52-53 week fiscal year ending the last Sunday in September. Our 52-week fiscal years consist of four equal quarters of 13 weeks each, and our... More