Qualcomm

FBR Capital Mkts. has published its research report today on Qualcomm (NASDAQ: QCOM) following QCOM's analyst day. FBR's noted reports from the meeting include: "(1) December quarter chipset ASPs will increase sequentially, a positive; (2) the firm's FY11 QTL royalty rate should track to 3.3%, flat...

Following Qualcomm's (NASDAQ: QCOM) analyst day, Deutsche Bank said that it is maintaining its Buy rating and $55 price target. “Our price target is derived from a DCF analysis, based on a 11% discount rate and a 5% perpetual growth rate,” Deutsche Bank writes. “The discount rate is based on a risk...

QUALCOMM, Inc. (NASDAQ: QCOM) the most significant beneficiary of the upgrade to 3G/4G from a license perspective is well positioned to take advantage of the shift to high end processor intensive handsets. In a research report, Jefferies & Companies writes, "We believe Qualcomm will guide CQ4...

3Q production checks largely stable versus prior checks; Marvell (NASDAQ: MRVL), Atheros (NASDAQ: ATHR), Advanced Micro Devices (NYSE: AMD) weakest. We have a fresh look at production start trends across the top foundry suppliers, FBR Capital reports. In aggregate, 3Q production starts have...

Qualcomm, Inc. (NASDAQ: QCOM) reported after management meetings with Goldman Sachs' staff that operating margins could expand by a few percentage points beyond current estimates (LTE and Mirasol should begin driving sales instead of R&D), ASPs in both chipset and royalty business could yield...

There have been for some time a collection of companies that gathers patents and then uses them to sue large technology firms. The issues are often unclear enough and cost of litigation high enough that the plaintiffs walk away with settlements Beyond the patent-for-hire firms there is a growing...

HTC unveiled a new Android based mobile phone at the Mobile World Congress in Barcelona that has many of the same features as the Google Inc. (NASDAQ: GOOG) Nexus One but at a lower price. HTC's new phone, named Desire, uses the Qualcomm, Inc. (NASDAQ: QCOM) one gigahertz Snapdragon chip and a...