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

QCOM 151.59

-0.4%

Jan 30 4:00 PM EST

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To: pyslent who wrote (67876)	8/17/2007 9:26:24 PM
From: peterk	Read Replies (1) of 197443

psylent-They should get down on their knees every night and thank Q for their success. However, they got it into their minds that they are big contributors to WCDMA. If so why are they going horizontal by giving up their precious IPR(ggg). Nokia is still trailing the Q when it comes to 3g (Jhorma, recall admitted this) and has yet to catch up. They are now trying to delay through the courts. The analysts realize Q's FUNDAMENTALS remain strong even if the market doesn't. Europe providers are coming Q's way for 3g and Nokia can't stand being left out in the cold. Eventually they are going to have to pay Q for that 35% market share. If Nokia's IPR was worth anything would they have given it away and eliminated R&D. Nothing is coming out of BRCM or STM until 2009. I'd say the only chance for Nokia is if they get blind pig lucky.

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