Verve,
<< You are a rabid closet Qualcomm cheerleader >>
Shhhh!
I have to contain myself. Mr SU has a rule:
1. NO CHEERLEADING
I would hate to be banished and have to spend the rest of my life on just the Nokia thread talking just to Puck and Tero.
<< . I suppose my post makes it appear as if I've lost heart in Q but it's not true. On the contrary, I'm bullish as ever - 3G emerging from the mist of ideas and plans and entering reality has a lot to do with that. >>
Good! Just keep in mind we are in transition, and this is a complicated industry. Picture in your mind the huge WAN/LAN that is Verizon, then add to that the massive WAN/LAN's that comprise Vodafone's Empire. Think of the complexity of having everything interoperable forward and backward with a multitude of vendors.
The complexity of the WAN/LAN's of major Enterprise pale in comparison to this.
So it takes awhile to migrate.
<< I thought, nah, this isn't Eric L, this is Mq. >>
Thank you for the compliment.
<< as a Q shareholder, what news did you like better this week, the rumor of Telson taking on a more pronounced role for NOK, or news about BREW? >>
I think BREW is great conceptually. I LIKE middleware. BREW really ties together the Q family. Q is getting more and more platform oriented, more solutions oriented.
I'm delighted to see KDDI is an early BREW adopter and am most curious to see how it plays with technology agnostic Openwave, which is a company I'm starting to follow closely as a wireless play (still DD stage ... I have not pulled the trigger).
As for BREW ... if Ed Snyder thinks its good, its gotta be good. <g>
Big payoff for BREW would be (since it's early in the game) becoming incorporated in a 3GPP industry standard and have a life beyond just the existing cdmaOne/cdma2000 players.
<< the rumor of Telson taking on a more pronounced role for NOK >>
Their are no rumors. Their roll was explained most candidly by Jorma Ollila and other Nokians at Capital Market Days in early December. Peggy Albright wrote an article about it in Wireless Week that has been posted here, and many of the financial analysts made extensive comments about Nokia's CDMA plans in research notes after the conference.
Rumors are stupid when facts exist. Call your broker (or search his site) and get your hands on some of the reports. I'm still reviewing some, and if I find any noteworthy ones I'll provide the house name and date here.
Visit the enemy. Go up to the Nokia web site and review the Capital Market Days Webcasts and presentations. I think CDMA plans are in there somewhere if I recall.
nokia.com
The presentations viewable in downloadable Windows Media Player only
Nokia will expand contract manufacturing this year from 10% to 20% but no more and this is for FLEXIBILITY (and nothing else except they continue to expand market share). It sure isn't for cost reasons. It sure isn't for quality reasons. The expansion will NOT all be with Telson. Local partnerships play an important roll in Nokia's success, and are strategically important. In the case of Telson, they are 1xRTT R&D partner as well as contract manufacturer.
Don't take my word for this. If you have RealPlayer installed spend 3 minutes and listen to what Jorma said last week for Jorma's public and emphatic view of the outsourcing dodge:
nokia.com
Q&A question you want is this one:
"What is your view of increasing outsourcing in the handset business?"
Never hurts to know what the enemy is up to.
Somebody should transcribe it ... and post it.
It would cut down on a lot of rumor mongering and conjecture.
Meantime, as to where Q & NOK are at with 3G licensing and chipset supply ... that's a mystery to all ... so rumor mongering and conjecture are fair play.
Heck, if everything were out in the open we wouldn't need the "Moderated QUALCOMM thread". We could just go back to "Coming of Range" and cheerlead. <g>
Keep the 3G Faith. We are on a roll. QCOM stock holding up in a nasty NAZ. BREW something up.
- EriQ - |
