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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST

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To: quartersawyer who wrote (53136)7/4/2006 10:44:21 AM
From: carranza2  Read Replies (2) of 197157
 
Nokia trying to steal Q's girlfriend, Korea, in the WiBRO/WiMAX space:

theregister.co.uk

Also teaming up with Intel in WiMAX:

unstrung.com

theregister.co.uk

Intel has recently left the wireless non-WiMAX space.

With a Samsung supplied WiMAX network going live in Michigan in 2007, it seems likely that there will be another round of trouble.

infoworld.com

But Q has a 4G ace in the hole--Flarion. And 4G's licensing scheme is what the latest hubbub may really be all about because it looks like Q has a good chunk of 4G by the hair. The Intel/Nokia/Samsung WiMAX Guild which is in gestation has a real problem: spectrum. If WiMAX networks are so fragile, they'll be seriously problematical in a highly populated environment [like happened in Korea with Hanbro, who gave its network back].

A much pacified Orlowski recognizes, without saying so, that Q's smarmy army of nutballs and crazies may have been onto something, heh, heh:

theregister.co.uk

Bingo! The "aha!" moment just happened for me: (1) WiMAX won't fly, or at least not very easily; (2) Q has 4G if not nailed, very close to nailed; (3) all upgrades to 3G go through Q, and; (4) as stated in the Register, carriers, not equipment manufacturers are now calling the shots. All this is very, very favorable for Q's future. Hence, the tactic is to fight it tooth-and-nail now, before it becomes the 800 lb. gorilla of telecomm.

Nokia is literally fighting for its future.
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