Then, when Motorola started using Qualcomm chipsets, you trumpeted that *now* Nokia is in trouble.
People have been doing a lot of extrapolating. I have yet to bust open one of the new Timeports, but I'm not convinced it carries a QCOM chip.
Recently, there have been posts on the QCOM thread proving that DDI's move to WCDMA is "posturing". The proof is that somebody's college roommate spent a few years in Japan, so he can read the whole country like a book, even through second-hand English-language articles in the press. Tonight, I think I'll order Chinese takeout so that I can ascertain, once and for all, that the Chinese are also posturing. The fact that they have the world's largest GSM network means little, given that George Gilder mentioned Qualcomm favorably in his last report. I cannot imagine that China would yank QCOM's chain just to gain support for their WTO entry.
Meanwhile, GSTRF is entering the death throes. Lockheed reneging on financing commitments. Will QCOM pour more funds down this drain? |
