Mr. Fun...
Geez, I see you feel the need to speak on Tero's behalf. Well, since you're Tero's spokesman, let's talk about your swiss cheese logic approach to comparing NOK vs Q.
<1. NOK will not only hold on to their market share and margins but will expand them over 2-4 years.>
LOL! Have you ever heard of supply and demand? NOK's in a biz that offers NO protection to the players in the market. There is no barrier to entry that cash can't buy. As easy as it was for NOK to gain marketshare the last 2 years, it can just as easily be taken back. You think Ericson is lying down and letting NOK walk all over them? Yeah right, get a clue. As I mentioned before, NOK has merely exploited the weakness of the competition. That is changing right now, as we speak. Have you taken a look at all the new phones that are coming out on the market right now? NOK is gonna need a lot of luck just holding on to the marketshare they have...
<NOK has several almost insurmountable advantages. First, NOK made more than 1 out of every 4 handsets sold in the world last year. This gives them exceptional economies of scale AND means NOK can demand and get preferential
treatment in the delivery of scarce wireless components.>
How long will scarce wireless components last Mr. Fun? Components may be scarce right now, but eventually the market will catch up. I hope li'l Noki is pinning their hopes on a firmer foundation than this.
>>Second, NOK leverages its technologies across multiple
chasses, multiple bands and multiple technologies - NOK can change its manufacturing lines from one model to another in minutes when everyone else - especially the ASIANs - take hours.
Oh yeah, that's a significant competitive advantage that will keep the ASIAN wolves at bay. Geez, those ASIANS just don't have a clue, do they? BTW, where is NOK's videophone? LOL!
>>Third, NOK brings out 18 new phones every year, in every major technology - no one else has shown the ability to constantly refresh their product line like NOK.>>
And in 2 years nobody else will be able to refresh their product line? A fresh product line every year is NOT the great competitive hurdle you are pinning your investment future on, is it?
>>NOK gains alot by not using Q's chipsets. For one, all of its software and hardware designs can be ported to CDMA as long as it retains the TI DSP.>>
LOL! How does one GAIN when top tier operators like SPRINT tell you to take your crap outta their sight!
NOK is lost in CDMA. You know it. Q knows it. My three week old niece knows it. Come on, I would expect something better from you than that. Are you saying NOK is NEVER gonna get smart and buy Q's chipsets?
>>3. Anyone who knows anything about wireless understands the difference between CDMA2000 and W-CDMA. Q's patent claims are not nearly as strong for W-CDMA as for CDMA2000(1X,3X and HDR). And guess what - Ericsson and Nokia have significant IP in the W-CDMA standard. And guess what else, most W-CDMA devices will be dual mode GSM/W-CDMA. So if Q wants to make chipsets for the W-CDMA world (and they do) they will have to play ball with NOK and Ericsson. Good bye dreams of a massive cost free royalty stream.>>
LOL! You know I heard a rumor that Q signed a multi million dollar licensing agreement with a large ASIAN conglomerate that involves WCDMA. I can't say if it's true or not, but boy, I sure hope it is!
If this rumor is true, why didn't NOK announce that they have a licensing agreement? Why doesn't NOK have a check?
Hmmmmm...
LOL!
Verve
PS. Give me TERO next time, please. LOL! |
