Welcome to another edition of PowerTalk. I’m your host Chris Versace, editor of the investment newsletter PowerTrend Profits and portfolio manager of the Thematic Growth Portfolio at Fabian Wealth Strategies, and these are my one-on-one conversations with the movers and shakers in the business world that take you behind the scenes and in the know. Be sure to check out ChrisVersace.com for more on PowerTrends and past editions of PowerTalk, as well as FabianWealth.com for more on my Thematic Growth Portfolio.
It seems that no matter where you look today, someone you know is on a smartphone or tablet:
When you think about it, it is pretty amazing how mobile technology has transformed our lives.
What’s even more amazing is that the change we have seen thus far has really been due to three devices — the mobile phone, the smart phone and, more recently, the tablet.
When I take a step back and see how increasingly reliant we are on mobile technology, it looks more and more akin to electricity or water… it’s becoming a greater part of our lives, something you can’t live without. That makes mobile a key cornerstone of my Always On, Always Connected PowerTrend.
Joining me on PowerTalk to discuss the state of the mobile industry today, and where it’s headed tomorrow, is longtime friend Bill Davidson from Qualcomm, Inc. (QCOM), a key technology company in the mobile revolution. Bill is a senior vice president of Strategy and Operations at Qualcomm Technologies, and he also heads up Qualcomm’s Investor Relations. I’ve known Bill for more than a decade, and I’ve found him to be a fountain of information and insight over the years.
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 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, you’re right to think that this will put a huge burden on mobile operators like Verizon, AT&T and others, but as Bill shares, Qualcomm is already tackling that particular pain point.
After today’s PowerTalk that truly takes you behind the scenes and in the know when it comes to mobile and to Qualcomm, you’ll see that we are still only in the early innings of the mobile revolution.
Disclosure: Qualcomm Inc. (QCOM) shares were recommended to subscribers of my investment newsletter PowerTrend Profits last April at $64.01.
NOTE: Fabian Wealth Strategies is a Securities and Exchange Commission-registered investment adviser, and is not affiliated with Eagle Publishing.
Listen to my behind-the-scenes PowerTalk conversation now, so you are even more in the know:
Access prior PowerTalk interviews here:
Keith Bliss on What’s Coming Next in the Stock Market — Besides More Volatility
Lou Dobbs on the Upcoming Upheaval
How Big Data Will Affect You with Arnab Gupta of Opera Solutions
Returning Jobs and Manufacturing to the United States with American Love Affair CEO Noelle Nguyen
Why Collaboration is the Way of the Future — with Moxtra
Ten reasons to day-trade with mentors in a virtual room highlight why now is a…
Last year’s fourth-quarter downtrend for inflation looks to have bottomed out at just under the…
The intrinsic and extrinsic value of an option make up the total value of the…
Picture this: You've diligently saved for retirement your whole career, dutifully contributing to your 401(k),…
“Congratulations on your work. It has been a long slog to get the national accounts…
The broken wing butterfly and the butterfly spread are two different types of option trading…