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  1. phil
    April 23rd, 2014 at 4:13 pm

    Buffett/Cdel – Well it was some kind of wine bar they were meeting at.  Still, very sad, he's getting older.  I'm gonna have to go to the annual meeting this year – could be last chance to see him…

    QCOM disappoints – should have gone with my gut on that one:

    • Qualcomm (QCOM): FQ2 EPS of $1.31 beats by $0.09.
    • Revenue of $6.37B (+4% Y/Y) misses by $110M.
    • 188M MSM chip shipments, in-line with guidance of 180M-195M.
    • Expects FQ3 revenue of $6.2B-$6.8B and EPS of $1.15-$1.25 vs. a consensus of $6.59B and $1.25, and MSM chip shipments of 198M-213M.
    • Expects FY14 revenue of $26B-$27.5B and EPS of $5.05-$5.25 vs. a consensus of $26.8B and $5.13.
    • Shares -2.6% AH.

    FB with big spikes up and down but settling around $63.  QCOM $78.  

    Waiting on the rest.  



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