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

QCOM 174.94

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12:27 PM EST

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To: Eric L who wrote (50847)	3/8/2006 2:22:16 AM
From: BDAZZ	Read Replies (2) of 197013

>>As for a summary of my opinion as it has evolved since the Nokia/Sanyo Valentines Day card from Barcelona was delivered, I'll simply say that I think the deal is an extremely Nokia shareholder friendly way for Nokia to deemphasized CDMA involvement and resource drain, while remaining highly focused on the much larger and faster growing GSM/3GSM ecosystem, and get the low margin CDMA business -- for everybody but QUALCOMM -- off their books. << Nokia could have done all the above years ago and taken a much higher number of CDMA dollars to their bottom line. The point is that finally the Nokia board room is making sense, putting their company and shareholders ahead of their QCOM hatred. Fact is many here and on other boards have gone many rounds over the years with the Nokia faithful on this subject. There is no need to go into why it made sense for Nokia to change strategy. We've preached the reasons for years. The reason Nokia actually did adopt this strategy is because of the new management ... period. Add to this the debunking of the clamshell design taboo and it appears more and more the management change was orchestrated. I guess the biggest mystery is: When we advised in numerous posts that Nokia use QCOM chips why did the Nokia faithful think it a stupid idea, but now when Nokia decides to use QCOM chips, why do they think it's a good idea.

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