OT: Is QCOM a good buy today ahead of earnings?

[TheBreeze]

I made a note to visit this post again and see how our calls went… Did you go long on qcom? You’d be up 10% now. Did you go short on UPS? You’d be up 9%. Not bad for one month’s work (beats the heck out of a 1-year CD at 3%, plus less taxes woohoo).

Yes, I’m gloating. I did mention the “etched in stone” thing though.

Yeah, reading back through this thread, I find it funny that the one person who doesn’t know jack about Qualcomm was closest to being right. The rest of these idiots were dead wrong as usual.

[stop_the_bubble_hype]

Long term the big q will be down. Sprint is on it’s last legs, and verizon is moving over to gsm.

Just saying.

PadreBrian,

I wouldn’t be so sure about that. Check the Qualcomm news coming out of China. China telecoms have more subscribers per month than Verizon or Sprint have per year. Emerging markets is a big deal — the US market is very cheap when it comes to cell phones and look for high subsidies. Emerging markets (especially MEA region) lack infrastructure which makes mobile phones a great thing particularly for mobile broadband.

If Qualcomm secures more deals in countries like China, Africa and Pakistan I’d venture to say they are going to be in this for the long haul.

Also, even if Verizon moves over to GSM, the infrastructure costs associated with this move will be big. I am sure Qualcomm has their own GSM solution that will meet anything other LTE offerings have.

Hype

[stop_the_bubble_hype]

Long term the big q will be down. Sprint is on it’s last legs, and verizon is moving over to gsm.

Just saying.

PadreBrian,

I wouldn’t be so sure about that. Check the Qualcomm news coming out of China. China telecoms have more subscribers per month than Verizon or Sprint have per year. Emerging markets is a big deal — the US market is very cheap when it comes to cell phones and look for high subsidies. Emerging markets (especially MEA region) lack infrastructure which makes mobile phones a great thing particularly for mobile broadband.

If Qualcomm secures more deals in countries like China, Africa and Pakistan I’d venture to say they are going to be in this for the long haul.

Also, even if Verizon moves over to GSM, the infrastructure costs associated with this move will be big. I am sure Qualcomm has their own GSM solution that will meet anything other LTE offerings have.

Hype

[stop_the_bubble_hype]

Long term the big q will be down. Sprint is on it’s last legs, and verizon is moving over to gsm.

Just saying.

PadreBrian,

I wouldn’t be so sure about that. Check the Qualcomm news coming out of China. China telecoms have more subscribers per month than Verizon or Sprint have per year. Emerging markets is a big deal — the US market is very cheap when it comes to cell phones and look for high subsidies. Emerging markets (especially MEA region) lack infrastructure which makes mobile phones a great thing particularly for mobile broadband.

If Qualcomm secures more deals in countries like China, Africa and Pakistan I’d venture to say they are going to be in this for the long haul.

Also, even if Verizon moves over to GSM, the infrastructure costs associated with this move will be big. I am sure Qualcomm has their own GSM solution that will meet anything other LTE offerings have.

Hype

[stop_the_bubble_hype]

Long term the big q will be down. Sprint is on it’s last legs, and verizon is moving over to gsm.

Just saying.

PadreBrian,

I wouldn’t be so sure about that. Check the Qualcomm news coming out of China. China telecoms have more subscribers per month than Verizon or Sprint have per year. Emerging markets is a big deal — the US market is very cheap when it comes to cell phones and look for high subsidies. Emerging markets (especially MEA region) lack infrastructure which makes mobile phones a great thing particularly for mobile broadband.

If Qualcomm secures more deals in countries like China, Africa and Pakistan I’d venture to say they are going to be in this for the long haul.

Also, even if Verizon moves over to GSM, the infrastructure costs associated with this move will be big. I am sure Qualcomm has their own GSM solution that will meet anything other LTE offerings have.

Hype

[stop_the_bubble_hype]

Long term the big q will be down. Sprint is on it’s last legs, and verizon is moving over to gsm.

Just saying.

PadreBrian,

I wouldn’t be so sure about that. Check the Qualcomm news coming out of China. China telecoms have more subscribers per month than Verizon or Sprint have per year. Emerging markets is a big deal — the US market is very cheap when it comes to cell phones and look for high subsidies. Emerging markets (especially MEA region) lack infrastructure which makes mobile phones a great thing particularly for mobile broadband.

If Qualcomm secures more deals in countries like China, Africa and Pakistan I’d venture to say they are going to be in this for the long haul.

Also, even if Verizon moves over to GSM, the infrastructure costs associated with this move will be big. I am sure Qualcomm has their own GSM solution that will meet anything other LTE offerings have.

Hype

[Coronita]

With all due respect, it's still to early to count the chicken…Watch  what the insiders are going to do over the next couple of months will be interesting.

http://biz.yahoo.com/ap/080523/qualcomm_cto_insider_transactions.html?.v=2

(though a lot of these are scheduled time sales)

Yeah, it sort of sucks when a forced sale from covered call option contracts miss the market price by 4-5 bucks/share, but for folks that are long term shareholders and/or with spouses still receiving  options/espp shares, NOT doing timed sales is a great way to roasting a nest.

You hear it all the time on the news: employees/former employees  of company XYZ losing several thousand or millions holding on to stock options + espp shares + shares purchased on the "euphoria" of a company doing well when the company runs into some unexpected bad news. Can you say Enron, WorldCon, and more recently CFC and BSC? 

Company and wall street's analysts and opinions love to change.  Bring on another nokia or broadcom IP lawsuit, I'm sure suddenly the analysts will start singing a different tune. Q has a big target on it. Every other company is pretty much doing as much as they can to sabotage their business model (royalty/IP). 

 

[Coronita]

With all due respect, it's still to early to count the chicken…Watch  what the insiders are going to do over the next couple of months will be interesting.

http://biz.yahoo.com/ap/080523/qualcomm_cto_insider_transactions.html?.v=2

(though a lot of these are scheduled time sales)

Yeah, it sort of sucks when a forced sale from covered call option contracts miss the market price by 4-5 bucks/share, but for folks that are long term shareholders and/or with spouses still receiving  options/espp shares, NOT doing timed sales is a great way to roasting a nest.

You hear it all the time on the news: employees/former employees  of company XYZ losing several thousand or millions holding on to stock options + espp shares + shares purchased on the "euphoria" of a company doing well when the company runs into some unexpected bad news. Can you say Enron, WorldCon, and more recently CFC and BSC? 

Company and wall street's analysts and opinions love to change.  Bring on another nokia or broadcom IP lawsuit, I'm sure suddenly the analysts will start singing a different tune. Q has a big target on it. Every other company is pretty much doing as much as they can to sabotage their business model (royalty/IP). 

 

[Coronita]

With all due respect, it's still to early to count the chicken…Watch  what the insiders are going to do over the next couple of months will be interesting.

http://biz.yahoo.com/ap/080523/qualcomm_cto_insider_transactions.html?.v=2

(though a lot of these are scheduled time sales)

Yeah, it sort of sucks when a forced sale from covered call option contracts miss the market price by 4-5 bucks/share, but for folks that are long term shareholders and/or with spouses still receiving  options/espp shares, NOT doing timed sales is a great way to roasting a nest.

You hear it all the time on the news: employees/former employees  of company XYZ losing several thousand or millions holding on to stock options + espp shares + shares purchased on the "euphoria" of a company doing well when the company runs into some unexpected bad news. Can you say Enron, WorldCon, and more recently CFC and BSC? 

Company and wall street's analysts and opinions love to change.  Bring on another nokia or broadcom IP lawsuit, I'm sure suddenly the analysts will start singing a different tune. Q has a big target on it. Every other company is pretty much doing as much as they can to sabotage their business model (royalty/IP). 

 

[Coronita]

With all due respect, it's still to early to count the chicken…Watch  what the insiders are going to do over the next couple of months will be interesting.

http://biz.yahoo.com/ap/080523/qualcomm_cto_insider_transactions.html?.v=2

(though a lot of these are scheduled time sales)

Yeah, it sort of sucks when a forced sale from covered call option contracts miss the market price by 4-5 bucks/share, but for folks that are long term shareholders and/or with spouses still receiving  options/espp shares, NOT doing timed sales is a great way to roasting a nest.

You hear it all the time on the news: employees/former employees  of company XYZ losing several thousand or millions holding on to stock options + espp shares + shares purchased on the "euphoria" of a company doing well when the company runs into some unexpected bad news. Can you say Enron, WorldCon, and more recently CFC and BSC? 

Company and wall street's analysts and opinions love to change.  Bring on another nokia or broadcom IP lawsuit, I'm sure suddenly the analysts will start singing a different tune. Q has a big target on it. Every other company is pretty much doing as much as they can to sabotage their business model (royalty/IP). 

 

[Coronita]

With all due respect, it's still to early to count the chicken…Watch  what the insiders are going to do over the next couple of months will be interesting.

http://biz.yahoo.com/ap/080523/qualcomm_cto_insider_transactions.html?.v=2

(though a lot of these are scheduled time sales)

Yeah, it sort of sucks when a forced sale from covered call option contracts miss the market price by 4-5 bucks/share, but for folks that are long term shareholders and/or with spouses still receiving  options/espp shares, NOT doing timed sales is a great way to roasting a nest.

You hear it all the time on the news: employees/former employees  of company XYZ losing several thousand or millions holding on to stock options + espp shares + shares purchased on the "euphoria" of a company doing well when the company runs into some unexpected bad news. Can you say Enron, WorldCon, and more recently CFC and BSC? 

Company and wall street's analysts and opinions love to change.  Bring on another nokia or broadcom IP lawsuit, I'm sure suddenly the analysts will start singing a different tune. Q has a big target on it. Every other company is pretty much doing as much as they can to sabotage their business model (royalty/IP). 

 

[nostradamus]

20k shares at $16 profit per share doesn’t seem like a big chunk for the CTO of qcom… few hundred grand. Wouldn’t he be making about that much as salary?

[nostradamus]

20k shares at $16 profit per share doesn’t seem like a big chunk for the CTO of qcom… few hundred grand. Wouldn’t he be making about that much as salary?

[nostradamus]

20k shares at $16 profit per share doesn’t seem like a big chunk for the CTO of qcom… few hundred grand. Wouldn’t he be making about that much as salary?

[nostradamus]

20k shares at $16 profit per share doesn’t seem like a big chunk for the CTO of qcom… few hundred grand. Wouldn’t he be making about that much as salary?

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