Monday, April 29, 2019
What is a delta buster
What's a delta buster, and when would you want to place one? Liz & Jenny demonstrate:
Monday, April 22, 2019
What was the big deal with AAPL and QCOM
These guys have been on each other's throat for the last 3 years now. With the swords back in the sheath they have agreed to call it peace.
After a settlement between QCOM and AAPL both companies can focus on the important issues. AAPL has products to ship with
5G modems and Qualcomm has to focus on execution to maintain the lead in 5G space.
The 5G generation in mobile communications is currently in the roll-out phase,
so that it can be assumed that profits and cash flows will increase in the foreseeable future.
Due to the lawsuits the gross margin of QTL business had falled from high seventies to mid fifties. Hopefully with this matter at the back
QTL will return to the high seventies gross margin again.
QCOM needs to make sure the adjacent opportunities are being worked upon. They have the 82cx chip out for always on Laptops.
QCOM will have to make sure that it gains traction with top Laptop manufacturers.
Resolution of this current licensing disputes with Apple should
also prevent further license disputes and legal disputes with other Licensees. QCOM would
be working on the resolution with Huawei although they have an interim agreement in place.
Wednesday, April 10, 2019
In Simple terms what is Capitalism and Is it good?
The rewards you get are commensurate on the amount and quality of work you do. That is a simple way to define Capitalism.
The rewards you get is called the "Capital". You can then use that Capital to get trained in the work you are already doing
and do that more effectively and be more productive.
By increasing your own productivity you can be more valuable and hence can demand more rewards from then on.
And this cycle continues.....
So you get paid for performance.
Yes indeed it is a good system as it gets the best out of each one of us.
A contrasting system is Socialism. In that everyone pools in their rewards and it is then distributed according to the needs of the people.
In such a system you don't get paid for performance but according to your needs.
In this system there is a risk that people become complacent and do not give their best or work towards increasing their work output or productivity.
Hence between the two, Capitalism seems to be better.
Capitalism can progress if you have
a) equal opportunity in education and in work,
b) good upbringing for children through the high school years so they are skillful,
c) civilized and fair behavior by people and
d) free and well-regulated markets for goods, services, labor, and capital.