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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 159.59

-3.9%

3:59 PM EST

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To: Jim Mullens who wrote (41315)	6/28/2004 2:14:00 PM
From: 100cfm	Read Replies (2) of 196713

I thought this one would raise a lot more eyebrows. Sony/Erriccson, Q's main competition in WCDMA will be buying it's video heavy chips from Q and not doing them in house or buying from NOK. IJ stated that he thinks it will take 1-2 yrs for the competition to realize it doesn't pay to make their own chips. This might be a big reason for that and is most likely what Q is banking on to get them to 50%. If you want real 3G capabilities in your handset, will not just about everyone opt for TV, streaming video, and full camcorder features. Therefore I see the 50% market share as Q's to lose rather than to win.

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