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

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To: engineer who wrote (62361)	4/10/2007 11:10:07 PM
From: slacker711	Read Replies (1) of 196952

exactly, go find that slide we got a month ago on Nokia market share relative to LG and Samsung in WCDMA. If it were cost, they (Koreans) would not be growing at 2x the rate of NOK. Unfortunately, that slide only has data for 2005 which makes it worthless in evaluating the current WCDMA market. The real reason is that NOK outsources all their high tech phones for development to offshore houses, which means they pay alot more in development to get to the same place as the Koreans. they only know how to design very low cost units. They are missing the mark on 3G. I think you need to find some more current WCDMA market share numbers. Nokia likely has twice the share of any other manufacturer and at least 3x that of Samsung or LG. On top of that, their WCDMA handsets skew towards the high-end, with smartphones and multimedia handsets heavily represented in their sales. In contrast, Qualcomm's WCDMA handset customers have generally done well on the low-end of the WCDMA market with mid-tier clamshells and sliders (HTC is the exception). Slacker

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