| BUY | 42.651 | Hap (Robert) Sneddon FCSI | 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 | Ian Ainsworth | (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 | David Burrows | 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 | Jonathen Wellum, B. Comm, B. Sc | 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 | Howard Sutton | 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 | Ian Ainsworth | 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 | David Burrows | 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 | Howard Sutton | China and Asia have not been as strong a customer as expected. Has big competition. | 2003-05-27 | |
| BUY on WEAKNESS | 30.960 | Glenn Paradis, BA, CFA | 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 | Howard Sutton | 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 | Howard Sutton | 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 | Howard Sutton | Could drop further.Would like to see how they do in China. | 2002-02-22 | |
| DON'T BUY | 37.400 | David Burrows | Stock is not acting strong. Too high a valuation. | 2002-02-15 | |
| BUY | 43.540 | Howard Sutton | 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 | Noah Blackstein, B.A., CFA | 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 | Howard Sutton | Expanding into Asia. Well managed. Have to see how they do in their expansion. | 2001-12-20 | |
| PAST TOP PICK | 53.600 | Glenn Paradis, BA, CFA | (Was a top pick on Aug 20 down 16%) Still buying. | 2001-12-18 | |
| DON'T BUY | 49.850 | Glenn Paradis, BA, CFA | A little high right now. Asia could be the big market. | 2001-10-16 | |
| TOP PICK | 63.710 | Glenn Paradis, BA, CFA | Sees a move back to wireless. | 2001-08-20 | |
| WAIT | 48.800 | Jeff Morrison | Too high yet, but likes for long term. | 2001-04-10 | |
| DON'T BUY | 71.000 | David Driscoll | Likes but too pricey now. $50 better Ahead on LDMA technology Day trader? | 2000-11-06 | |
Experts that have talked about Qualcom
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