tekboy: Re your predictions:
"My prediction as to the order of the announcements is as follows: first, JDSU/ETEK merger approval; second, QCOM/NOK licensing deal; third, GMST/TVGIA merger approval. The next 3-6 weeks could be very interesting..."
OK, the first has happened; the third is delayed, (probably politics); and total, complete mindboggling confusion on the second.
But as you know, IMO whatever Nokia decides to do (if anything) is a vital matter for Nokia, a yawn for the Q (except for those on "the street" who only look across the Atlantic to Europe and never across the Pacific to Asia) ((Well, maybe a positive short run kick up in the Q's price if Nokia signs - since perception rules, not substance on "the street"))
"Phone" suppliers - with 1X, then HDR, data capability - are coming up fast on the outside, inside and the middle from Korea, Japan, Taiwan and (next year) mainland China.
Nokia will be left watching and weeping unless on board the CDMA / HDR data tornado which is gathering now.
Just an observation of mine of course.
Best.
Cha2 |
