Home » Bear Case Scenario » Qualcomm Are They Kissing Their Sister or is it A Bear Case Scenario $QCOM, $MSI, $CSCO, $ERIC, $AMD

Qualcomm Are They Kissing Their Sister or is it A Bear Case Scenario $QCOM, $MSI, $CSCO, $ERIC, $AMD

Qualcomm is about to release earnings. See if they are kissing their sister, developing into a Bear Case Scenario or something else:

Qualcomm chip business in wireless will see pricing pressure as comptition develops and expands beyond current beach-heads.

Licensing revenue has faltered due to foreign currency mix, product mix and other factors. Just not as strong as they used to be.

4G phones will be backward-compatible with CDMA technologies  in 3G networks. However a small portion of phones may emerge as 4G only and Qualcomm may earn lower royalty income on the sale of such devices. Strange but true.

George Gutowski writes from a caveat emptor perspective.

 

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