360° Coverage : Talking Mobile With Qualcomm Ahead of Mobile World Congress

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Talking Mobile With Qualcomm Ahead of Mobile World Congress

Feb 24 2014, 7:17am CST | by

For the investor, the technologist and the technology early adopter, the coming week can be considered one of the highlights of the year as the 2014 Mobile World Congress (MWC) kicks off. Yes, we’ve...

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22 weeks ago

Talking Mobile With Qualcomm Ahead of Mobile World Congress

Feb 24 2014, 7:17am CST | by

For the investor, the technologist and the technology early adopter, the coming week can be considered one of the highlights of the year as the 2014 Mobile World Congress (MWC) kicks off. Yes, we’ve already had the 2014 Consumer Electronics Show, a great industry event that cuts across all sorts of consumer electronic categories, but MWC is focused on mobile pure and simple. In the past that meant new mobile product introductions from the then mobile phone leaders — Nokia, Motorola, and Ericsson — but today none of those companies compete in the mobile device space.

Yes, the mobile industry changed dramatically since the mobile phone was THE consumer electronic device of choice as have the players driving the current smartphone and tablet markets. Today it’s Apple, Google, and Samsung, with Nokia’s mobile device efforts now a part of Microsoft, Sony has what was once Ericsson’s mobile device business and Lenovo recently acquired Motorola Mobility from Google. Even the way we used these devices has changed – no longer is the main function voice. Just look around you and odds are at any given moment you will see

  • Checking email, sending a message or talking a selfie to post on Facebook or Instagram.
  • Surfing the web in search of news, recipes and the latest sports scores
  • Downloading coupons from Valpak, setting dinner reservations via Yelp or getting the latest game — what will replace Flappy Bird?
  • Trading stocks or paying bills.
  • Logging into mapping apps from Google, Apple or others as they roar off from an Avis or Hertz rental car agency and opting out of the GPS add on.
  • Streaming a movie on Netflix or shopping on Amazon.com.
  • Some may be making a voice call, but if you watch the “younger folk” they are using Skype, FaceTime or even apps like Glide to make a video call or send a video message

When you think about it, it is pretty amazing how mobile technology has transformed our lives and how pervasive it has become. What’s even more amazing is the change we have seen thus far has really been due to three devices — the mobile phone, the smart phone and the more recently the tablet.

When I take a step back and see how increasingly reliant we are on mobile, it looks more and more like electricity or water — a basic building block of sorts that powers a number of things we do day in, day out.

Looking at the list of keynote speakers for MWC 2014, it looks like mobile could be the tipping point for mobile in a number of other areas as it moves beyond just smartphones and tablets:

  •  With IBM’s Chairman, President and CEO Virginia Rometty on tap as well as Cisco Systems's Chairman & CEO John Chambers and AT&T Chairman & CEO Randall Stephenson odds are The Internet of Everything will be taking center stage.
  • The same can be said for The Connected Car given that Ford Motor’s Stephen T. Odell, President of Europe, Middle East and Africa is on the docket.
  • Mobile payments, which have been getting more jawboning lately as Apple has been deploying its iBeacon solution with Major League Baseball, Coca-Cola, Macy’s (M) as well as its own Apple Stores, should also garner a fair amount of attention next week. With Citigroup as well as mobile payment firm Isis and Jon Matonis, Executive Director & Board Member Bitcoin Foundation on hand we will be hearing more about this.
  • The other category that has many chirping is wearables and odds are we will see more of these products announced at MWC.

Heading into this big mobile industry event, I sat down with Bill Davidson, Senior Vice President, Strategy and Operations Qualcomm Technologies, Inc. and Qualcomm Investor Relations. During our conversation, we talk about the existing mobile markets and why there is plenty of growth left in smartphones and tablets. We also discuss a number of the up and coming mobile markets — The Connected Car, The Connected Home, wearables, mHealth, mobile payments and more. With all of these new markets coming on stream and devices drawing on mobile networks, you’re right to think that this will put a huge burden on mobile operators like Verizon Communications, AT&T, Vodafone and others, but as Bill shares Qualcomm is already tackling that particular pain point.

CLICK HERE TO HERE MY 1-1 CONVERSATION WITH
BILL DAVIDSON OF QUALCOMM (QCOM)/>

Lest I forget, the one company that many will hope to hear from — Apple — tends to shun events like these and instead introduces its new products, services and solutions at its own events. There’s no reason to think this year’s MWC will be any different. So if you were hoping to hear about the new iPhone or the much rumored iWatch, you may get some more innuendo spinning out of MWC, but don’t expect any formal announcements.

Disclosure: Subscribers to my investment newsletter PowerTrend Profits were alerted to the opportunity in Qualcomm (QCOM) shares at $64.01 in April 2013.

Source: Forbes Business

 
Update
10

7 weeks ago

RM47mil KWSG contributions still unclaimed

Jun 9 2014 7:54am CDT | Source: Business Times Malaysia

KUALA LUMPUR: About RM47 million of contributions in the Teachers Provident Fund (KWSG) still remain unclaimed, the Dewan Rakyat was to ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
9

7 weeks ago

Gold shop lost almost RM1mil

Jun 9 2014 3:50am CDT | Source: Business Times Malaysia

KANGAR: A gold shop owner lost almost RM1 million after after the safe on in his shop was broken int ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
8

7 weeks ago

Motion to debate MAS losses in Dewan Rakyat rejected

Jun 9 2014 3:39am CDT | Source: Business Times Malaysia

KUALA LUMPUR: AN emergency motion to debate the losses incurred by Malaysia Airlines last year, amounting to RM1.2 billion was rejected by the Dewan Rakyat t ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
7

7 weeks ago

MH370 Tragedy: Hisham: RM27.6 mil spent on 1st phase of SAR

Jun 9 2014 2:11am CDT | Source: Business Times Malaysia

KUALA LUMPUR: Malaysia spent some RM27.6 million in its first phase of the search operations for missing Malaysia Airline flight MH370, said Acting Transport Minister, Da ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
6

7 weeks ago

9.1m litres of diesel seized in a month

Jun 8 2014 1:11am CDT | Source: Business Times Malaysia

PUTRAJAYA: The Domestic Trade, Cooperatives, and Consumerism ministry has seized some 9.1 million litres of diesel and property worth RM58 million since mounting ‘Operasi Diesel Selatan’ in the southern s ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
5

7 weeks ago

Girl, 9, awarded RM2.78m compensation for medical negligence

Jun 6 2014 4:56am CDT | Source: Business Times Malaysia

KUALA LUMPUR: A nine-year-old girl who suffered brain damage during her birth at a government hospital was awarded over RM2.78 ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
4

7 weeks ago

Malaysia's total trade in April up 12pc

Jun 5 2014 11:52pm CDT | Source: Business Times Malaysia

KUALA LUMPUR: Malaysia's total trade in April 2014 rose by 12 per cent from a year ago to RM123.86 billion due to growing trading activities, International Trade and Industry Minister Datuk ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
3

8 weeks ago

Works Ministry to spend RM20m for upgrading works at 50 accident black spots

Jun 4 2014 11:35pm CDT | Source: Business Times Malaysia

JOHOR BARU: The Works Ministry will implement upgrading works at 50 accident prone locations in the country that have been identified this year involving an all ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
2

8 weeks ago

Najib launches loan scheme for Ramadan traders

Jun 4 2014 10:24pm CDT | Source: Business Times Malaysia

PUTRAJAYA: Prime Minister Datuk Seri Najib Razak today launches RM45 million Ramadan B ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 
Update
1

8 weeks ago

Residents bring up objection against Kidex to Suhakam

Jun 4 2014 4:49am CDT | Source: Business Times Malaysia

PETALING JAYA: A group of 20 Petaling Jaya residents held a meeting with the Human Rights Commission of Malaysia (Suhakam) over their objection against the proposed RM2.2 billion Kinrara Damansara S ...
Source: Business Times Malaysia   Full article at: Business Times Malaysia
 

 

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