Qualcomm (QCOM)
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Qualcomm, San Diegos Kalifornias asuv kompanii, on pioneer CDMA-tehnoloogias (Code Division Multiple Access), mida kasutatakse tele- ja satelliitkommunikatsioonis. CDMA-tehnoloogia on wireless industry hüppelauaks. 1985.a. suvel asutatud Qualcomm on patenteerinud kõik olulised CDMA-standardid ja CDMA-tehnoloogia litsentse on edastatud rohkem kui 90 telekommunikatsiooniseadmete tootjale üle maailma. Qualcomm’i seostub satelliitsidejaamade, võrgutarkvara, integraallülituste (chip), laialdase kasutamise leidnud Eudora e-mail tarkvara ja OmniTRACS positsioonimissüsteemiga.
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Foorumis pole see ettevõte seni väga palju huvi äratanud, aga hetkel tööstusharus käivatest trendidest lõikab igaljuhul hästi kasu.
iPad Mini, Google Nexus, and Kindle Fire HD gaining momentum; positive for QCOM, BRCM, ATML - FBR Capital (285.94 )
FBR Capital concludes: 1) 4Q12 holiday tablet sales should grow roughly 60% versus last year, impressive growth considering the iPad was already very popular and widely available one year ago; 2) non-Apple tablets are starting to become a meaningful part of the market; 3) BRCM, QCOM and ATML are the three largest tablet beneficiaries (NVDA 2nd tier beneficiary); recent checks suggest a pickup in iPad sales; the GOOG Nexus 7 and AMZN Kindle Fire HD tablets are more popular than most expected given attractive price points; iPad. Their favorite longs are BRCM and QCOM (Apple bucket); MXIM, LSI, and MSCC (GARP bucket); and FCS and ONNN (beta leverage bucket); while they see some downside risks for TXN and possibly INTC (though some of this is already priced in).
27. novembril Kristiina poolt kirjutatud artiklit Qualcommist (QCOM) saab lugeda siit. -
qcom võib tore firma olla , aga mis on mkt cap?
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Turukapitalisatsioon $107 miljardit. 2013. fiskaalaasta (lõppeb septembriga 2013) oodatav P/E 14.5x, 2014. fiskaalaasta oodatav P/E 13.1x. P/B 3.2. Dividendimäär 1.5% aastas. Viimase kvartali seisuga bilansis netovõlg -26.8 miljardit ehk võlga ei ole ja raha ning raha ekvivalendid moodustavad 25% aktsia hinnast.
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Qualcommi õitseng on saanud kesta paljuski tänu sellele, et Intel magas tahvelarvutite- ja nutitelefoniprotsessorite peole lootusetult sisse. Lähiajal võivad turu jõujooned aga tublisti muutuma hakata, sest käesoleva aasta keskel jooksis liinidelt maha Inteli esimene pandav SoC platvorm koodnimega "Medfield", mida spetsialistid loevad samaväärseks Qualcommi lipulaeva Snapdragon S4-ga:
http://seekingalpha.com/article/840361-the-investor-s-guide-to-intel-s-smartphone-strategyIn short, it is no longer correct to assume Intel is not going to be competitive in the smartphone space. "Medfield" is a very capable chip against today's ARM Cortex A9 designs and even the Cortex A15-class Snapdragon S4.
Oktoobris valmis järgmine platvorm: "Clover Trail" ja lekkinud on esimene info ka järgmise aasta algusepoolel üllitatava "Valleyview" kohta:
http://www.anandtech.com/show/6203/details-on-intels-valleyview-soc-emerge-22nm-atom-with-ivy-bridge-graphics -
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Ma ei tea kas keegi on veel jälginud Magna ja Qualcomm pinpong lahingut isesõitvat tehnloogiat tootva Veoneeri (Meile kalli Autolivi spinoff) pärast aga mälu järgi oli midagi taolist, et algul pakkus Magna miski raha ja siis Qualcomm pakkus üle aga juhtkond soovitas aktsionäridel siiski Magna pakkumist eelistada ja siis tuli Qualcomm koos partneriga vist uue all cash pakkumisega ja see läks nüüd käiku ja Veoneer jupitatatlse ostjate vahel ära.
STOCKHOLM (Reuters) -Chipmaker Qualcomm Inc and SSW Partners have reached a definite agreement to buy automotive technology group Veoneer for $4.5 billion, the Swedish company said on Monday.
Veoneer's expertise in making advanced driver assistance systems (ADAS) had made it an attractive takeover target for both Qualcomm and Canada's Magna.
Qualcomm in August offered to buy Veoneer at an 18.4% premium to a July bid worth around $3.8 billion by Magna that had already been accepted by Veoneer's board.
Veoneer said in a statement that Qualcomm and SWW Partners, a New York-based investment partnership, would buy it for $37 per share in cash.
Qualcomm this year signed a collaboration deal with Veoneer to develop a software and chip platform for driver-assistance systems called Arriver.
Veoneer said SSW Partners would buy all outstanding shares of Veoneer and sell the Arriver business to Qualcomm while retaining Veoneer's Tier-1 supplier businesses.
"This transaction structure facilitates the long-term success of all Veoneer's businesses," it said in a statement.
Magna had a similar interest in buying Veoneer, as it tries to compete with ADAS makers such as Aptiv, Bosch and Continental.
Veoneer said it had terminated its prior acquisition agreement with Magna. In a separate statement, Magna said Veoneer will pay a termination fee of $110 million to Magna.
Stockholm-listed shares in Veoneer, which was spun off in 2018 from air bag and seatbelt maker Autoliv, rose 4.5% to trade at 314 crowns at 1407 GMT.
