Qualcomm Expects Mobile Data SPIKE and 4 Chip and Big Data Stocks on the Move

Intel Corporation (NASDAQ:INTC): Nuance Communications (NASDAQ:NUAN) announced that Nuance’s Dragon Assistant Beta, a voice assistant application for the Intel-inspired (NASDAQ:INTC) Ultrabook, is now available. This is the first offering resulting from the two companies’ strategic collaboration announcement at CES 2012. Dadi Perlmutter, who is Intel’s chief product officer, demonstrated Dragon Assistant Beta today at the Intel Developer Forum in San Francisco. The Dell XPS13 Ultrabook is to be among the first PCs to ship with Dragon Assistant Beta in Q4 2012.

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QUALCOMM Incorporated (NASDAQ:QCOM) predicts that mobile data traffic will make a huge jump by 2020, with the chipmaker anticipating a 1000x growth. It may not sound like the company’s core remit, but data networks and the manner in which they play nice with hardware are a key consideration, and Qualcomm’s president and COO Steve Mollenkopf states that it is pumping the R&D department hard.

ARM Holdings plc (NASDAQ:ARMH): A number of users have been clamouring for 4G technology for a long time for various reasons. ARM Holdings, a semiconductor and software design company based in England, recently pointed a few obvious connections between 4G and the mobile industry. Laurence Bryant, the director of mobile solutions for ARM, explained that the newer generations of smartphones will probably need faster data access. This highlighs the need for faster connections. Bryant stated: “I think [4G is] going to be really important. Clearly today the handsets have got to the point where you are doing more and more on the devices.”

Western Digital Corp. (NYSE:WDC) is to face investors on Thursday and inform them what the world’s new number-one disk drive supplier plans to do to stay on top. This probably means increased production. Having acquired Hitachi GST and its enterprise drives, WD is unable to wait to put competitive pressure on Seagate and to dive deeper into the flash drive (NYSE:SSD) market.

VMware, Inc. (NYSE:VMW): The newly-formed OpenStack Board of Directors voted on Friday afternoon for the acceptance of VMware, along with Intel and NEC into the project as gold members. Jonathan Bryce of Rackspace, who is one of the leaders of the OpenStack project, informed OpenStack Foundation members of the news by e-mail on Friday.

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