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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.19-0.6%3:59 PM EST
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To: Raymond who wrote (62149)4/7/2007 3:31:20 PM
From: JGoren  Read Replies (2) of 197013
 
Yes, I am very serious. What you see in Europe is increased protectionism and using regulation to keep American IPR out. Meanwhile, the US is open to them. Have you not looked at the posts regarding the move in Europe to adopt a single standard compression for mobile TV. Europe, for years, has kept US out of its markets. The standards boards have become another tool by which one competitor tries to eat another. What is at stake is Qcom's R&D model vs. vertical integration to control the marketplace. You cite the rationale for GSM adoption; however, you forget the barriers placed to cdma, including manipulation by govt regulation of the spectrum and the creation of an ineffcient wcdma upgrade path. Increasingly US industry and the balance of payments is dependent on exportation of IPR. Yes, I see the NOK-Qcom war as important to the United States in a broader context than just two companies fighting it out. Other posts have gone into detail as to why your simplistic view that American companies only accepted American is wrong.
We would not be in the situation we have with NOK if NOK and the other Euros had not created a separate upgrade path just to be different and get their IPR into the mix. Qcom had developed an easier and less costly upgrade path.
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