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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 178.28-1.6%Dec 12 3:59 PM EST
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To: peterk who wrote (63673)5/15/2007 12:59:41 PM
From: slacker711  Read Replies (5) of 196961
 
If you did listen to Gilbert's comments then why not respond to the point I made regarding the history of WCDMA's uptake in Europe and the reasons. Maybe you can enlighten the board why you don't agree with Gilbert's conclusions.

For those who didnt listen, Gilbert stated that Qualcomm was the one that jump started a broken WCDMA standard and they were responsible for fixing the many problems. It is basically along the lines of what engineer has said on this thread.

Let's grant that everything he said was true.

How come Q's huge technical lead hasnt translated into greater WCDMA chipset share? They should have had a huge lead in '04-'06 as they were the only ones able to figure out how to make the standard work. If all the people on this thread had been correct, it was going to take years for Nokia to figure out WCDMA and Qualcomm would dominate chipset shipments. For some reason, it just didnt work out that way....and my question is why? My answer is simple, Nokia has managed to create compelling WCDMA solutions (whether they were first or not is irrelevant). If anybody has another explanation, I'd love to hear it.

Slacker
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