Just as the Microsoft Windows/Intel Pentium combo (Wintel) came to rule the PC business, smartphones are starting to standardize around their own Big Two. According to a recent study, that standard is the new Qualcomm chip/ Google Android operating system one-two punch. The cool kids are calling it Quadroid.
CNNMoney’s David Goldman takes us inside the numbers:
But now, for the first time ever in the wireless ecosystem, a standard platform is emerging: At least a dozen handset makers have brought to market more than 90 different smartphones that run Android, and more than three quarters of those handsets have Qualcomm chips embedded in them, according to a new study by consultancy PRTM.
The Qualcomm-Android standard, or "Quadroid" as PRTM calls it, is becoming a parallel to the Windows-Intel, or "Wintel," standard that developed in the 1990s.
Qualcomm held their Analyst Day meeting yesterday and the The Street apparently loved what they heard. Goldman Sachs reiterated their Conviction Buy and raised their target to 58 this morning. Credit Suisse upped their target to 60 and gave it a buy rec as well.
As far as Google, Android is not the engine driving the stock right now but it is obviously of immense importance to the company strategically.
It’s too early to tell if this Qualcomm/Google duopoly is really going to own the space but so far their partnership appears to be the front-runner. If you’re trading technology stocks, wireless plays, chips, operating systems etc, you may want to get up on this story.
In my last technology post, I wrote that we are moving to an Internet-centric world where your computing device or operating system are less important because your data will live and breathe in the Internet cloud. Google, in particular, is preparing for this world because it has a dominant role in the Internet through search. But everyone is moving to an Internet-centric service and content delivery strategy.
The telecom providers understand that their networks make them gatekeepers who can extract rents from content providers. Having paid handsomely to build these networks, they are fighting to not become dumb pipes and resisting net neutrality in order to keep that gatekeeper role. This is one reason Google is trying to build its own network and circumvent the telcos. Eventually, I think the land-based telcos will lose and the battle will move to one between mobile operating systems like Apple’s iOS and Android. Although mobile phone operators may still be able to extract rents for a while longer than the fixed-line telcos.
The PC OS landscape
In the past, the operating system has been important in computing because it allowed the same software to be run on different computing devices, permitting users of those devices to transfer data easily as they were using the same software. But, the OS also benefitted as the more installed users one OS had, the more developers created software for the operating system. These network effects made achieving critical mass a defining factor. Going forward, network effects will also be important in monetizing OS-proprietary e-Commerce platforms like iTunes and Google’s new iTunes competitor.
One reason Apple was near bankruptcy before Steve Jobs re-appeared on the scene is because Apple’s Macintosh’s installed base had shrunk. I used a Macintosh from the mid-1980s but was forced to switch to a PC when I bought a laptop in the mid-1990s that I used both at home and for work. As the PC gained sway, millions of users like me were forced to give up the Mac. And, of course, that meant software developers gravitated to the PC platform and the Mac became a niche product.
The Move to the Internet-centric Model
As Internet bandwidth increased, more and more of what had to be done locally or over a local area network on…
The U.S. International Trade in Goods and Services, also known as the FT-900, is published monthly by the Bureau of Economic Analysis with data going back to 1992. The monthly reports include revisions that go back several months. This report details U.S. exports and imports of goods and services.
The Bretton Woods agreement, which established a stable foreign currency exchange system collapsed in 1971 and as a result, currency values began to float freely and the US dollar was no longer tied to gold values. Since 1976, the United States has had an annual negative trade deficit. The International Monetary Fund and the International Bank for Reconstr...
Anything can happen. At least, more things than you can imagine can happen.
Facebook, after trouncing yet another quarter’s earnings report, has now climbed to a market value greater than that of Berkshire Hathaway. It may be temporary, it may be forever. Regardless, at the current moment, a ten year old company with few physical assets and a small amount of employees is now worth more than an empire built by Warren Buffett over the course of 50 years.
How many people had the imagination to picture something like this as being within the realm of possibilities, let alon...
The following are the M&A deals, rumors and chatter circulating on Wall Street for Wednesday July 27, 2016:
Sequenom Being Acquired by Lab Corp for $2.40/Share in Cash
Laboratory Corporation of America Holdings (NYSE: LH) and Sequenom, Inc. (NASDAQ: SQNM) announced Wednesday, that they have entered into a definitive agreement aunder which LabCorp would acquire all of the outstanding shares of Sequenom in a cash tender offer for $2.40 per share, for an equity value of $302 million.
By Jacob Wolinsky. Originally published at ValueWalk.
It is a busy week for Elon Musk – Tesla Motors Inc (NASDAQ:TSLA) says it will need to raise more money for its new plans (shocker), the Gigafactory – by some metrics the largest manufacturer in the world is opening soon and Musk is making wild predictions about revenue on Model 3 sales (although little about earnings), and Tesla and Mobileye NV (NYSE:MBLY) parted ways yesterday in news which caused MBLY stock to tank before a bit of a recovery. With all the news it is hard to cover everything so below we will focus on the MBLY news and what it means for both companies. Many analysts note that Tesla is a small percentage of revenue for Mobileye so why focus on either? Because the news could be important and these co...
Reminder: OpTrader is available to chat with Members, comments are found below each post.
This post is for all our live virtual trade ideas and daily comments. Please click on "comments" below to follow our live discussion. All of our current trades are listed in the spreadsheet below, with entry price (1/2 in and All in), and exit prices (1/3 out, 2/3 out, and All out).
We also indicate our stop, which is most of the time the "5 day moving average". All trades, unless indicated, are front-month ATM options.
Please feel free to participate in the discussion and ask any questions you might have about this virtual portfolio, by clicking on the "comments" link right below.
To learn more about the swing trading virtual portfolio (strategy, performance, FAQ, etc.), please click here
After a three-year bull run that more than quadrupled its value by its peak last July, IBD’s Medical-Biomed/Biotech Industry Group plunged 50% by early February, hurt by backlashes against high drug prices and mergers that seek to lower corporate taxes.
This is a non-trading topic, but I wanted to post it during trading hours so as many eyes can see it as possible. Feel free to contact me directly at email@example.com with any questions.
Last fall there was some discussion on the PSW board regarding setting up a YouCaring donation page for a PSW member, Shadowfax. Since then, we have been looking into ways to help get him additional medical services and to pay down his medical debts. After following those leads, we are ready to move ahead with the YouCaring site. (Link is posted below.) Any help you can give will be greatly appreciated; not only to help aid in his medical bill debt, but to also show what a great community this group is.
Note: The material presented in this commentary is provided for
informational purposes only and is based upon information that is
considered to be reliable. However, neither PSW Investments, LLC d/b/a PhilStockWorld (PSW)
nor its affiliates
warrant its completeness, accuracy or adequacy and it should not be relied upon as such. Neither PSW nor its affiliates are responsible for any errors or omissions or for results obtained from the use of this information. Past performance, including the tracking of virtual trades and portfolios for educational purposes, is not necessarily indicative of future results. Neither Phil, Optrader, or anyone related to PSW is a registered financial adviser and they may hold positions in the stocks mentioned, which may change at any time without notice. Do not buy or sell based on anything that is written here, the risk of loss in trading is great.
This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities or other financial instruments mentioned in this material are not suitable for all investors. Any opinions expressed herein are given in good faith, are subject to change without notice, and are only intended at the moment of their issue as conditions quickly change. The information contained herein does not constitute advice on the tax consequences of making any particular investment decision. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation to you of any particular securities, financial instruments or strategies. Before investing, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
Site owned and operated by PSW Investments, LLC. Contact us at: 403 Central Avenue, Hawthorne, NJ 07506. Phone: (201) 743-8009. Email: firstname.lastname@example.org.