STOCKCHASE

Has been a rock in this volatile market. Great balance sheet. Good margins. Making a lot of money off licensing technology. Dominates the cell phone, base band and integrated application processor solutions. Big in the Androids and has now moved in to the iPhone 4S, so has Apple (AAPL-Q) and Blackberry (RIM-T).

2011-10-12

BUY

51.460

Gordon Reid

Marketers of circuits on CDMA and 3G, & 4G. Hearing a lot of intellectuality and patents. One of the largest holders of these patents. Stable company. Revenue stream from licenses is predictable.

2011-08-31

BUY

43.935

Strong patent portfolio. Moving into new application process areas. Have done a really good job of designing chips for handsets. APPL has pushed them out of the market somewhat. QCOM will gain momentum with some of the new products coming out. It’s in great shape.

2010-10-26

BUY

38.430

A lot of patents in mobile/cellular market and is well positioned for the evolution to LTE, 4th generation mobile networks. Hasn’t had a strong position in iPhone or Android until recently. Starting to gain market share and momentum should pick up as we move to 4G.

2010-08-04

WEAK BUY

36.450

Don Lato

Hits his screen as pretty reasonable value here. Still has a great growth outlook as 3G grows into 4G. Close to his Buy list but he prefers the company he already owns.

2010-05-19

DON'T BUY

38.640

Steven Conville

Great time for technology, but looking at this chart it had a great run, peaked and then it dropped back. Not his favourite in this space but they do possess a lot of the infrastructure in the cellular area and they do make a lot of quality key products.

2010-05-03

WAIT

36.683

Christine Poole

Has not made the buy decision yet. The average selling price on mobile phones is going down and impacting QCOM. They have good competitors. Lowering their guidance every quarter. It’s still not a cheap stock. A lot of cash on its balance sheet. Hang on if you have it.

2010-02-26

PARTIAL BUY

39.630

Brian Acker, CA

Currently sitting at his model price of $39.40 and, if he were going to buy it, this is where it would be.

2010-02-03

Comment

40.480

Colin Stewart

Just reported disappointing earnings. Long-term this company is well positioned. Make a lot of semiconductors chips that go into smart phones and cell phones. Poised to grow because of that. Technology sector is notoriously volatile.

2010-01-28

BUY

33.840

Hap (Robert) Sneddon FCSI

Communication semiconductors. Winning new business from Nokia (NOK-N) that will ultimately serve Asia. Likes the technology space. You want the cash flow and predictability.

2009-02-19

BUY

42.651

Likes the sector. Above its 50/200 day. Relative strength is good. MACD still says to hang on to it.

2007-10-09

BUY

43.350

Brad Willock

Likes the trend towards 3G phones and CDMA technology. A very profitable company.

2007-03-22

TOP PICK

39.410

(A Top Pick May 6/06. Down 25.3%.) Nokia (NOK-N) decided to no longer pay royalties resulting in a lawsuit. Has yet to be resolved. G3 has been slow, but will happen. Good price.

2006-12-14

Comment

37.500

John Manley

Chart shows the stock has been basing since August in a very tight range. Looks like it is bouncing up to the top end of its range, which is only a dollar or two. Treat as a trade only.

2006-12-04

DON'T BUY

37.300

Jonathen Wellum, B. Comm, B. Sc

Was keen on a number of technology stocks in the early part of the year and they did very well, but really took a hammering through May. In this weakness, higher multiple stocks are getting hit.

2006-09-13

BUY

37.200

A leader in the wireless area with the 2.5G build out to the 3G. A very well positioned company. Has come off and is not a bad buy at these prices. He is looking at this one.

2006-08-17

BUY on WEAKNESS

37.800

Peter Hofstra

A great business. They own CDMA wireless technology which has been about 20% of the world's wireless network. The risk right now is that there is a lot of noise and the income from their royalties may not be as strong as they once were. Ok below $35.

2006-07-10

BUY

44.720

Paul Harris, CFA

A great company and well run. They’re in the core products that are going into the telecommunications industry. Volatile and if you are willing to take the swings in the stock, it's a great company.

2006-05-26

TOP PICK

45.590

A Buy over the next couple of months. Summer is a weak period for techs so this could go lower. It owns the CDMA which is moving to 3G rollouts around the world. Strong balance sheet.

2006-05-24

BUY

49.400

Brad Willock

A lot of the large technology stocks have been hit which may be a shift by large funds. A good company. Revenue comes from chips that go into cell phones and it is a highly profitable company. Feels that the cell phone market has legs.

2006-05-11

TOP PICK

52.740

There is some risk in the stock due to court cases on high royalty fees in Europe. 3G is growing much faster than previous models. Have an incredible patent platform. Also have some really neat new products in their processing technology.

2006-05-09

BUY on WEAKNESS

52.300

Ben Rogoff

A great company. This is a name that you have to hold. The story on this is all about 3-D adoption. Try to buy on any pullback.

2006-04-24

TOP PICK

49.580

Many of the companies in telecom equipment have started to perform very well over the last few months. This company is the leader in chips for G3 mobile hand sets and this year is going to be a big year for investments in G3 technology.

2006-03-23

BUY

44.940

Mark Jackson, CFA

One of the best companies in the tech space in the US. Opportunities continue to grow for it.

2005-11-15

BUY

40.380

Paul Harris, CFA

A great company that is run by a very intelligent gentleman. Expects that more and more people will want to adapt their stuff. You have to expect volatility. A great company if you have a longer term view.

2005-11-02

BUY

40.550

Peter Hofstra

With the increasing amount of cell phone users/wireless companies, this is a good company to be in. Have key patents in 3D networks (wide band CDMA) which is gradually growing. They are probably the best makers of the chips. Good valuation.

2005-08-22

TOP PICK

34.640

Peter Hofstra

One of the staples of the wireless industry. Hold the key patents to 20% of the global market. 3rd generation is starting to come through. Good entry point which should give a good return.

2005-02-21

TOP PICK

41.400

Roger McNamee

He is focused on technology and the consumer side of technology. Wireless data is a really big deal.

2004-11-26

TOP PICK

40.450

Craig Blum

Owns all the intellectual property around the best wireless technology. The rollout of high data rate wireless networks based on their technology is driving their P/L.

2004-10-01

BUY

40.400

John Sinkins, CFA

Has developed a new technology, CDMA, with good patents. Has outperformed NASDAQ by about 40%. Somewhat expensive, but expected to have good growth.

2004-09-13

TOP PICK

69.170

Gretchen Lash

Looking for higher topline growth.

2004-08-13

HOLD

70.650

Andrew McCreath

Business conditions continue to be good for this company. Feels the wireless industry will have some tough times.

2004-07-08

DON'T BUY

68.680

Reza Samahin

Sees additional spin (?) and additional royalty revenue going to this company. A very expensive stock.

2004-06-24

TOP PICK

63.750

John Sinkins, CFA

Have consistently guided up on the revenues and chip shipments were last year.

2004-03-09

DON'T BUY

33.550

Robert McWhirter

Concerns on sales. Ranks in the bottom third in their database model.

2003-06-06

DON'T BUY

31.770

China and Asia have not been as strong a customer as expected. Has big competition.

2003-05-27

BUY on WEAKNESS

30.960

Likes the company, but there are too many problems right now. Valuation is too high. Might buy under $25.

2003-05-20

BUY on WEAKNESS

37.930

Brian Acker, CA

Fully valued. Buy on weakness.

2003-01-23

DON'T BUY

33.690

Prefers Nokia. Very expensive. Wait to see what happens on China.

2002-10-30

DON'T BUY

29.260

Arthur Heinmaa

Their income is based on royalties. Too expensive.

2002-10-04

BUY

28.080

Gavin Graham

Has rolyalties coming in from phone chips, but phone sales are down. Will be a survivor.

2002-09-20

TOP SHORT

29.230

Trades at 30/35 X earnings. Hand sets are slow. Wait for the top of the current run before shorting.

2002-08-21

DON'T BUY

33.570

Steven Wippersteg

Not for the short term, but Ok for long term.

2002-02-27

DON'T BUY

33.570

Ian Nakamoto

Good companu and a leader, but its customers are limiting their spending.

2002-02-27

DON'T BUY

32.700

Could drop further.Would like to see how they do in China.

2002-02-22

DON'T BUY

37.400

Stock is not acting strong. Too high a valuation.

2002-02-15

BUY

43.540

Noah Blackstein, B.A., CFA

Has good patents. Focusing on China. A good price. May go lower, but will be very good in a years time.

2002-01-23

STRONG BUY

44.950

John Sinkins, CFA

A leader in the wireless sector. Good royalties.

2002-01-21

BUY

46.510

Should do well over the long term.

2002-01-11

DON'T BUY

48.190

Jeff Morrison

Not a fan of the telecom sector.

2002-01-08

DON'T BUY

47.200

Neil Murdock

Owns good patents, but royalties are questionable.

2002-01-07

BUY on WEAKNESS

51.800

Brian Acker, CA

Buy at $40.

2001-12-28

DON'T BUY

49.560

Expanding into Asia. Well managed. Have to see how they do in their expansion.

2001-12-20

PAST TOP PICK

53.600

(Was a top pick on Aug 20 down 16%) Still buying.

2001-12-18

DON'T BUY

49.850

A little high right now. Asia could be the big market.

2001-10-16

TOP PICK

63.710