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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 151.59-0.4%Jan 30 9:30 AM EST
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To: unrealistic_thoughts who wrote (67956)8/19/2007 11:15:03 AM
From: JeffreyHF  Read Replies (2) of 197443
 
Re: Nokia's chip strategy

UT, your interpretation of the Nokia spin concerning their chip decision matches mine. When they announced that they would leave the CDMA handset market, rather than admit their self-defeating refusal to buy Qualcomm chipsets was at fault, they spun their decision as being grounded in the purportedly declining, niche nature of CDMA. In fact, their in house CDMA chip efforts were unsustainably expensive,generationally retarded, and technologically inferior. Likewise, as to their non-starter NOK/TI/STM CDMA chipset venture, announced with such "Qualcomm killer" bravado, and teeth gnashing from analysts.Contrary to Eric's revisionist assertion, it was not intended to only involve the EV-DV market ,which would at best have comprised a small piece of the CDMA "niche" market. That straw man competitor sounds eerily like the more recent version. In fact, Qualcomm understands CDMA principles better than anyone, and their massive R&D in recent years has paid off. Three drunks leaning against each other does not a worthy competitor make. The Nokia instigated licensing and litigation chaos represents nothing more than an effort to slow Qualcomm R&D.
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