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

QCOM 155.82

-1.3%

Jan 23 9:30 AM EST

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To: John Carragher who wrote (59151)	1/26/2007 11:53:26 AM
From: slacker711	Read Replies (1) of 197356

i could see the nok phones being dropped quickly from shelves and mot and others replacing the supply. I highly doubt the operators will drop Nokia before an injunction was granted. They could always start buying the other brands after the injunction. There might be some disruption but I doubt it would be very large. Unfortunately, on the other side of the coin, it is going to make sense for the handset manufacturers to look at other chipset suppliers long before Nokia gets an injunction against Q's WCDMA chipsets. The lead time for designing a new handset is so long that they cant wait until the last minute. I fully expect to start hearing about Samsung and LG second sourcing their WCDMA chipsets.... Slacker

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