Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: Cooters who wrote (118545)	5/9/2002 9:56:13 PM
From: slacker711	Read Replies (2) of 152472

Let me present a situation where NOK might not promote WCDMA: QCOM has the only working chipset for WCDMA handsets, and it looks like that may be the case for a long time. Theoretically, if Nokia did decide to try and delay W-CDMA, I'm not sure how much they could do. They would have to stop shipping infrastructure which would absolutely kill their networks division. I dont see Ericsson doing the same since they only have about 6% of the mobile handset market....even if they got 0% in the W-CDMA handset market the infrastructure would make up for it. So we would have a situation where Ericsson got most of the infrastructure sales and MSM based W-CDMA handsets took away the high-end of the world mobile market. Not a very good scenario for Nokia.... As Dennis puts at the end of all of his posts....only 140 days until all of our questions are answered <g>. Slacker

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