35 ordspråk av Pete Peterson

Pete Peterson

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But that should be accentuated as we move toward the third and fourth calendar quarters, as 1X starts to become a real part of the sales,

We could see the potential of this [1X] really becoming much hotter and more mainstream issue, which would have some positive impact on the stock,

Qualcomm will still get royalties, because they have key intellectual property rights for using CDMA in mobile telephony, ... What is a little more at risk is what it means for Qualcomm in terms of their chipset business.

Qualcomm's strength was in selling chipsets into its own technology, ... Inasmuch as China does not, on a dominant scale, deploy Qualcomm's technology, the prospects for their chip business are changed.

Now it looks like the pie is going to have a significant portion of WCDMA in it, and the investment community has not developed a comfortable consensus on what that means, ... That's why we're seeing the fluctuation.

They showed some improvement on operating margins in handsets, which is what everybody was looking at,

But that should be accentuated as we move toward the third and fourth calendar quarters, as 1X starts to become a real part of the sales.

We could see the potential of this [1X] really becoming much hotter and more mainstream issue, which would have some positive impact on the stock.

Qualcomm will still get royalties, because they have key intellectual property rights for using CDMA in mobile telephony. What is a little more at risk is what it means for Qualcomm in terms of their chipset business.

Qualcomm's strength was in selling chipsets into its own technology. Inasmuch as China does not, on a dominant scale, deploy Qualcomm's technology, the prospects for their chip business are changed.

Now it looks like the pie is going to have a significant portion of WCDMA in it, and the investment community has not developed a comfortable consensus on what that means. That's why we're seeing the fluctuation.

They showed some improvement on operating margins in handsets, which is what everybody was looking at.

I can imagine a commission of the quality that I mentioned saying [taxes have to be on the table], and saying it not just to the president, but to the public. That kind of group might perform a very important function, which is to awaken the country on what the risks are here.

What we're against is forced annexations. The picketing isn't against Mitch or the state, but to call attention to what the GOP (membership of the Fishers council) is doing.

EMC just didn't have the product set to address this market before.

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