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Qualcomm accused of illegal scheme
We've heard from Ponzi, I wonder what Visduh thinks?— January 25, 2017 7:19 a.m.
Qualcomm accused of illegal scheme
Good question. Qualcomm is a good example, something like $30B profit trapped offshore to avoid 35% tax. Qualcomm is trying to buy an offshore company NXP with that money but I would like to see some of it come back onshore somehow. If Trump can fix as much stuff as he breaks I'll be happy. Previous administrations were restrained by so many issues, bi-partisanship, convention, tradition, facts... Hopeful...— January 24, 2017 1:02 p.m.
Qualcomm accused of illegal scheme
Apple might be the more interesting problem to watch here, they have very little opportunity to bring jobs back to make America Great Again. Can you imagine a $600 iPhone going to $1,500? So they will experience pressure from Trump admin. And iPhone now has the senior citizen marketshare, including my mom. That is anathema to the millennial marketshare.— January 24, 2017 11:39 a.m.
Qualcomm accused of illegal scheme
As an investor I hope this is hyperbole and negotiating tactics from Apple. But if qcom is actually guilty then I would expect them to pay a heavy price for it. Currently I believe Apple has peaked and is attempting to reduce the fiscal impact of an imminent loss of market share. Will be interesting to follow.— January 24, 2017 6:45 a.m.
Qualcomm accused of illegal scheme
You are correct, Apple could have chosen another technology, and would have never gained customers on Verizon and Sprint's networks. However, they choose to enter an agreement with Qualcomm to use CDMA. They signed the same agreements that 300 other manufacturers also agreed to. Now they want to renegotiate. I hope Apple/China/Korea lose on this one, but my bet would be a closed door settlement.— January 24, 2017 5:15 a.m.
Qualcomm accused of illegal scheme
It seems to me that Apple is joining forces with Korea and China to try and renegotiate royalties paid to Qualcomm. Apple and 300 other manufacturers have signed agreements to those royalty rates. For CDMA phones Qualcomm receives a rate (2%-4%) based on the sale price of the phone, not just their chip. If the phone has a camera or VR technology and sells for more, Qualcomm gets more. Apple would argue that Qualcomm doesn't deserve a % for the camera or VR. I would argue that without Qualcomm's technology, their device with cool features is just an iPod that can't communicate.— January 23, 2017 5:44 p.m.
SDG&E again asks for 2007 fire cost reimbursement
I wonder what Visduh thinks about this?— January 9, 2017 7:52 p.m.
Padres brass tarnished
Go Padres! and please take the Chargers with you....— September 17, 2016 6:18 a.m.
Qualcomm and Jack in the Box struggle to boost stock prices
Don, Intel announced last month they are exiting the mobile business. Lower sales of iPhones could mean a greater share for android based phones where Qualcomm has better margins.— May 12, 2016 5:51 a.m.
Two teams demand millions for stadium upgrades
Don, thanks for sharing the college stadiums vs pro stadiums comparison, a very compelling argument and one that I will probably over-use.— April 5, 2016 9:58 a.m.