c2,
re: Samsung
<< I really think that in the long term, Nokia is going to have some serious problems with its Asian competitors, particularly Samsung. >>
That's possible. You do, however, need to think back to the almost identical and well thought out strategic decisions made by both Ericsson and Nokia in early 1997 when they decided to partner with the Japanese, and combine a DoCoMo's wideband cdma air-interfacce with an evolved GSM network.
They preferred that avenue to one through Redmond or San diego, and that makes this a very interesting game.
They went into that relationship with their eyes open. The competitive partnership seems to be evolving well. Very well. And yes, their will be competition based on open standards.
Samsung has to worry about NEC (Siemens), Matsushita, Mitsubishi, and Toshiba in their own sphere of influence, as well as the Sony Ericsson JV.
<< Historical facts and figures with respect to Samsung are admittedly few. >>
Well, the fact that they are so large, so diversified, and don't trade in the US makes them a little hard to get ones arms around.
Maybe someone should start a Samsung SI thread.
Oops, someone did.
Subject 52045
Have at it. <g>
I did my fair share.
<< the systemic problems that have been noted by my fellow Qultists >>
I'll comment on what you term systemic problems, at a later date.
Let me assure you, however, that if Nokia ever decided to use a Qualcomm WCDMA chip, that would be real evidence of a systemic problem, and I'd reduce my NOK hold immediately..
Right now what the blathering Quidiots term "systemic problems" are resulting in real bottom line profits. Do you know of any other large cap in wireless that is putting real profit on the bottom line?
- Eric - |
