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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: slacker711 who wrote (63679)	5/15/2007 3:19:12 PM
From: Raglanroadie	Read Replies (2) of 196961

I'll go out on a limb and take a stab at it. I believe NOK's WCDMA phones have been more geared towards the higher end smart phones. If that is the case it seems to me you have plenty of room for mulitple chips and a larger battery. Could Q have figured that it was better to focus R&D on integrating the chipsets for smaller form factors and mid to mass market appeal? Once this is achieved the higher end can now be targeted with a smaller chip that has low power equirements. If so NOK may be in for a world of hurt in the coming quarters. Margins may be pressured from the low end now that entry level CDMA phones are cost competitive with second hand GSM phones and integrated mid to mass market WCDMA phones bring the high end down. "Q's got a squeeze box and NOK never sleeps at night."

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