. Qualcomm is in the process of destroying the CDMA chipset market by attempting to turn it into its monopoly. VLSI becomes a dangerous competitor... and Qualcomm simply yanks their CDMA license. Is this a wise way to run a standard? By bullying and strangling competition?
Tero, please. Get a grip. I think you are losing it.
The most succesful high-end CDMA phones in USA are now Startac, 6185 and Touchpoint, only one of which uses a Qualcomm chipset.
So that's 50% of the high-end (minor) handset market that QCOM supplies the chips for and 100% of that market that QCOM collects CDMA royalties on. You must not consider the Thinphone high-end, I think you will find it is outselling either of these two phones.
I'm having a hard time understanding that a Finn has to explain these principles to Americans, but here goes: I believe in free competition and open standards. I believe in Darwinian jungle of intense rivalry as the best guarantee of technological advances. I believe in companies that thrive under intense pressure. I'm not too impressed by hothouse flowers that are going out of their way to avoid direct competition. Stagnation is a child of seclusion.
Now that you have brought up the anti-competitive and protectionistic behavior of the GSM camp, I must agree.
. Many investors think that tripling share price in a matter of weeks is a sure sign that the company is on right track. Of course it isn't. It can reflect a variety of things. Including skills in snakeoil salesmanship.
Oh, please. Are you still going there? You are making a fool of yourself and you can't even see it.
. There are few if any signs in Qualcomm's recent history of real innovation and insight. The Q version of "vision" is a big bet on satellite telephones. Let's see how they intend to walk away from Globalstar without a dent in profit growth.
My, don't we sound bitter. Actually, Globalstar will neither make or break QCOM's future. So, you are concluding with QCOM receiving a possible "dent" in their earnings GROWTH from a G* failure? Oh, I'm real scared. I guess I better sell my QCOM while I'm ahead. He He he
I'm not sure why I'm responding except possibly if I had listened to your demented veiws this spring my portfolio would not be worth 5x it's value in Jan. Now you claim you were right all along no matter what the share price is now!
Bux
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