So far though, it is hard for me to question the wisdom of these synergies when the Q is coming out with innovative high end products like the PDQ and thinphone.
Tom, Clark: I don't necessarily disagree that the handset division is well worth hanging on to, although, while margins might soar, earnings would, at least initially, be adversely affected, so where stock price.
But my real question, re the above quote, playing devil's advocate: If we assume that Q and IJ are now focused on exploiting CDMA's leverage, or leverage of a complementary technology to CDMA, to maximize speed and wideness of pipe of data over wireless (and I agree with gdichaz that that is a must), with 3G being a first stage in this rather than an end objective, how critical is the handset/ASIC or handset/air interface technology synergy? Yes, I can see it for building in so-called "killer-app" features, the web access and web browsing is the killer app, and the browsing and services is probably going to be controlled and enabled by software from third party vendors. Are hands on the handset division necessary for Q's tech leadership here, or is it not in maximizing the CDMA pipe or leveraging into OFDM from CDMA, or some such?? Just a question.
Best to both. Steve |
