QUALCOMM Inc. (QCOM)

All Comments on QCOM

  • commenter
    jlounsbury59
    Oct 13 11:32 AM
    My Website
    95 Stocks with Low Debt to Equity [view article]
    Great article, Bill.

    Even more important than just looking a debt/equity, in my opinion, is cash position. I would run a sub-screen for cash on the balance sheet.     Reply
  • commenter
    Kirk
    Lindstrom
    Oct 13 08:18 AM
    My Website
    95 Stocks with Low Debt to Equity [view article]
    Great post! I too was a buyer last week, including Friday. SPY was yielding 3.10% or so when I bought under $88.

    You might want to add to your list of things to do for "the new financial system" something about shareholders have to retake the companies from the inbred board of directors. They need to pay for performance and not give away 10% of earnings plus 4% a year dilution to a handful of insiders via stock options. I have no problem with giving stock for good performance, but it needs to be done in a way that FORCES insiders to build long term value instead of short term gains so they can unload the options at a high price before the stocks crater. Perhaps make options restricted such that they can't be exercised for 7-years.     Reply
  • commenter
    SlipperyWing
    Oct 12 08:09 PM
    95 Stocks with Low Debt to Equity [view article]
    Great post, Bill. Well thought out and refreshingly rational. Reply
  • commenter
    DeanB
    Oct 11 08:27 AM
    My Website
    Just How Late Is Nokia with HSUPA devices? [view article]
    I agree that it's not immediately obvious what the applications for UPA are - most of the ones I can think of are not necessarily operator-friendly: VoIP, filesharing, using the phone as a web server etc.

    On the other hand, it could be used for *operator* VoIP or other rich communications, managed P2P, decent-quality realtime video uploads & as a means to compete with home DSL/cable in some places.

    Some operators have been quite aggressive deploying UPA - especially T-Mobile in Europe, Vodafone, some of the 3 subsids, AT&T etc.

    Either way, it's unusual for Nokia not to have at least *some* devices supporting it before its main competitors do. It's been first to market with radio technologies like UMTS900 before.     Reply
  • commenter
    vitaminc
    Oct 10 05:13 PM
    Just How Late Is Nokia with HSUPA devices? [view article]
    But are there enough demand for HSUPA phones tho? I mean with all the carriers trying to limit capex Reply
  • commenter
    debtfree
    Oct 10 08:28 AM
    Just How Late Is Nokia with HSUPA devices? [view article]
    Does any operator know what to do with UPA? other than give away fast uploading for free or enable skype.
    IMHO operator dont know what to do with HSDPA ...     Reply
  • commenter
    Nikola
    Oct 07 06:53 AM
    36 Opportunities for the Beginning of the Bull [view article]
    There is one undisputably good point in this post. The markets play us, not the other way around. This market will turn when BIG MONEY turns, not when User 2342325 or Peppio or Anti-Fool or I decide to spend our last 25% of cash and jump in with our $10K or $100K.

    Problem is that BIG MONEY is currently bancrupt or busy unwinding. The only guy left standing is the Fed and its printing presses. However, despite the fact that the Fed's injected close to a trillion dollars into the system in the past few months, BIG MONEY is still holding on for dear life, and it's scared. Citi, Wells Fargo, BofA? Still alive, but in a month, who knows? When these guys start buying again, that's when the market turns. And right now they ain't got the balls to buy. Because they saw what happened to Lehman, Morgan and others who were in denial.

    Hey who was it here on SeekingAlpha who said we'll have a bottom when we have 60 days of no bad news? I completelly agree. Well, guess what. We still have bad news, even if it's from UK/Europe.
     Reply
  • commenter
    fxtrader07
    Oct 07 05:57 AM
    36 Opportunities for the Beginning of the Bull [view article]
    sentiment suggests a bottom - but the dead interbank lending market, dead credit markets, dead CP markets and the crashing carry-trade (Yen is going ballistic, especially against the Euro) suggest more pain ahead. Form a time perspective, we probably are pretty close to a bottom. But tell that to the Russians who saw their market plunge more than 20%(!!) just yesterday alone - on top of a 50%+ decline earlier. so a bottom will form between now and mid-november - but it may be right here or it may be 20 or 30 or even 40% lower. who knows for sure? on the other hand, selling has now rotated towards tech after energy and materials in summer.the energy complex is the safest imho now - rich dividends and backed by real, needed assets. technology has a further 40-50% downside risk as those items are usually discretionary stuff that you can at least postpone. and people loosing their jobs, banks starved off cash and corporations with no access to debt financing will postpone software and hardware upgrades as long as possible.
    i do hope the europeans get their acts together and start lowering rates pretty soon and create a pan-european rescue fund. or else the eurozone's economy will head over the cliff and maybe taking the euro currency with it. which would be no event to cheer because it would inflict another huge round of damages across the world     Reply
  • commenter
    Shiv
    Oct 07 12:46 AM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    We are almost certainly close to a bottom. Just look at where valuations are. You have to go back 2 decades to find a point where the market multiples of prior year earnings are where we are today. Add to that the corporate balance sheets (except for financials, they are strong); of course the consumer balance sheet is bad as is the governments. I see start of an expansion in early q2 09. Have a look at maxkapital.blogspot.co...; maxkapital.blogspot.co...; maxkapital.blogspot.co.... Reply
  • commenter
    user80210
    Oct 06 11:30 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Love it. The more negative comments I read, the closer I know we really are to a bottom. Reply
  • commenter
    Anti-Fool
    Oct 06 11:29 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Be greedy when others are fearful and fearful when others are greedy! Reply
  • commenter
    SmartStops
    Oct 06 11:06 PM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    If you go long, but do so without an intelligent exit strategy in place consider yourself to be gambling. Reply
  • commenter
    Peppio
    Oct 06 09:58 PM
    My Website
    36 Opportunities for the Beginning of the Bull [view article]
    Exactly, even water wells dry-up in time. Better start drilling right now before the next oil-price rise. The next rise maybe
    more hurtful than the last one.     Reply
  • commenter
    getshorty
    Oct 06 04:01 PM
    36 Opportunities for the Beginning of the Bull [view article]
    I think it's a dubious assertion to dismiss peak oil because there happens to be plenty of oil on the market right now. Peak oil is something occuring across decades, not weeks or months. Oil fields are dying every day and are not being replaced. That is a geological fact. This market may recover but oil will be more expensive and less available in ten years. Reply
  • commenter
    Lin
    Oct 06 01:52 PM
    36 Opportunities for the Beginning of the Bull [view article]
    Curbs-in
    Yes , you are correct , but Russia , along with Brazil , are tanking , along with China + Europe . This will be a global Depression .It will be most severe in The US + Europe . You had better hope that there are soup lines. How will you get there with the price of Gas ? More mass layoffs are coming + martial law     Reply
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