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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.67+1.6%3:59 PM EST

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To: GPS Info who wrote (145361)10/2/2006 2:40:56 PM
From: manalagi  Read Replies (3) of 152472
 
Rumblings of carriers moving from CDMA technologies, which Qualcomm dominates, to non-CDMA technologies

Is this true? I thought that even in WiMax, QCOM can claim royalties on the patents used in that system, especially on the agreement between Nokia and Intel.

Qualcomm's House of Pain

By Cody Willard

I'm getting lots of questions about Qualcomm , which has been a house of pain for investors this year. Like most stocks, Qualcomm began its descent in early May as the full specter of what bloated semi inventories would mean to the fundamentals began to hit. The stock bounced along with the Nasdaq in midsummer, but while the Nasdaq and many other semis continued their bounce back, Qualcomm took another hit and is bumbling along near its 52-week lows. Why the ugly underperformance? Rumblings of carriers moving from CDMA technologies, which Qualcomm dominates, to non-CDMA technologies. I think there'll be more bark than bite to those rumblings in the end , but certainly Qualcomm has its work cut out to stay dominant as the next and next-gen wireless networks get built out. Competitive pressures.
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