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Pastimes : The New Qualcomm - write what you like thread.
QCOM 159.97-0.9%11:31 AM EST

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To: masa who wrote (6769)8/4/2004 4:05:47 PM
From: Maurice Winn  Read Replies (1) of 12247
 
Hi again Masa. BTW, did you see that Texas Instruments is only a $35bn market capitalization companyhttp://www.siliconinvestor.com/research/quote.gsp?s=TXN . Nokia is only a $56bn company. QUALCOMM is now a $57bn company.

So, Texas Instruments might be bigger in GSM, but that's not much use when CDMA is where the action is. That's why Texas has been struggling to get into CDMA and agreed an intellectual property trade with QUALCOMM. <Qualcomm is about 25% of the mobile phone chipset business, almost like Apple in computers (e.g. TI is 3 times bigger, but not making so much noise about it). For some reason (well, I think I know why) they get all the attention. Well, maybe they have the best sales people, or maybe they are just better lyiers... >

What's your first language? I think you meant liars, but maybe lyieration is some CDMA encoding technique I don't know about.

Meanwhile, have a look at some more market capitalisations: Message 20351829 QUALCOMM is way up there with the big beasts now. It's nearly time for some anti-trust anti-monopoly pro-competition envy government bossy-britches confiscation and rule-making. Not yet, but when QUALCOMM is the world's first $1 trillion company and everyone is dependent on QUALCOMM technology, there'll be some political pressure to take their money and break them up and do something nasty.

The lawyerly types say no, because QUALCOMM is not tying and all that stuff. But I remain unconvinced.

Mqurice
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