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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.54-1.2%3:59 PM EST
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To: grinder965 who wrote (11677)6/15/2001 8:02:16 AM
From: qveauriche  Read Replies (1) of 196633
 
Grinder- Has VOD or any other carrier committed to WCDMA in a way that would make it more expensive (from this point forward) to choose CDMA 2000 instead? If not, how are they so irrevocably committed? Such that, beyond some point along the spectrum of possible WCDMA delays, these carriers will conclude that their loyalty to Nokia is no longer worth the price.

Does VOD have any IPR claims to WCDMA? Does VOD have a vested interest in the success of WCDMA that even remotely approaches that of Nokia? Do they have any vested interest at all beyond profitably operating the carrier?Isn't there a point beyond which they conclude that they can no longer be so solicitous of the well-being of Nokia shareholders at the expense of their own?

I know I must be terribly naive here. But surely at some point (if it hasn't occurred already) these EURO carriers must ask themselves how much better off they would be if they had listened to QCOM instead of Nokia. If you're the carrier how much love can you feel for the vendor whose misrepresentations have led you to the brink of financial ruin?

Are the EURO carriers really the permanent allies of Nokia, and the permanent enemies of QCOM?
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