Stock is $70 ... analysts target is $88... just relax, enjoy QSOL party next summer!
Cheers.
16 replies (most recent on top)
Pure genius. This is the new paradigm. If you want to see any content, you have to look through the glass on the LCD, and therefore, everything the phone can do has to owe its utility to the glass. QC has made the most compelling argument that you must pay for what is most essential. It is the glass, stupid. Corning is the next hi-tech king.
Good call. Why let device price be an upper bound.
IMO, the display gives the baseband/AP processors its value. What good is a phone without a display. It's a paperweight. Even in an iphone the display gives the Apple A8 its value. Therefore, Corning should license out gorilla glass technology, and tax Qualcomm/Apple inventions. Also, they can tax zoos worldwide for making gorilla cages an attraction.
We are missing one thing here. Once the laptop is connected to WIFI, its utility increases, and the value increases. If you decide to pass data through, the value increases again. So, there needs to be a use tax, if you so decide to download data via WIFI. QC can partner with Netflix to monitor usage.
yeah! and anybody who thinks Wifi chip is just a small subsystem in an overall product with multiple levels of differentiation and innovation -- well, you're just an IEEE apologist who wants to kill invention. That's worse than being a communist in 1950's America.
We must tax the memory upgrades, and display upgrades. It's the right thing to do.
Absolutely, if you want play you got to pay. What good is Macbook pro if it cannot connect to internet? WIFI enables the laptop. And, the value goes up even more with memory and storage upgrades.
I wonder if an 802.11ac chip in a macbook pro commands 6x the royalty as the same chip on a low end windows 8 machine. ASP! ASP!!
All laptops have WIFI. Only if we can put those Atheros patents to work, then those guys are carrying their weight. Wait, aren't they putting WIFI in cars, too? Hmmm, keep thinking.
@67206: you are a genius. Brilliant. That is $4000 for every Tesla.
forget about the engine. the LTE connected car modem should get 5% royalty on car price!
This should be a wonderful fight:
http://blogs.reuters.com/alison-frankel/files/2015/01/applevericsson-complaint.pdf
Why not charge the price of the beverage for ice cube royalty, as long as consumers don’t fight back. We need to all embrace this model, “standard essential patents.” A patent for the car engine is worth 5% of the car sales price, a price of Mercedes while we are at it.
imagine how cool it would be if the royalty base for the ice cube patent is the net selling price of the beverage. #craftcocktails #workhardplayhard #tequila #blackoutdrunk
https://twitter.com/Qualcomm/status/565564735182372864
Qualcomm is back on track, enjoy the complimentary beverages.
Stock buybacks and dividends ... gimme gimme gimme... gimme more (repeat)
Dunno, but when an analyst pulls a number out of a hat, be it $88 or $125, just believe it baby. All is well. NDRC and QSOL and all that jazz.
Also, walter's $1000 price target was exhibit A (or maybe B) of the 1999 stock market bubble. I think we're in another bubble now, so might as well just make up random price targets. Fundamentals, like deficits, don't matter.
How do you get to $125 with single digit percentage annual growth?
KEWL! KANT WAIT.
Remember walter though. should reach his $125 price target (split adjusted) any day now.
http://www.wsj.com/articles/SB946504678184913770