Indeed, I am confused and bewildered, and given everything that is going on these days, I feel it is a healthy trait, especially when one reads consistently lopsided views of some.
When it comes to 'locks and keys' I do feel Qualcomm's hold on the total IP (and therefore royalty/revenue stream) has been substantially eroded by "CDMA was supposed to be a 10 year project, running to about Y2K, but it turned into a 20 year effort because things took much longer than expected."
Just look at how Apple has so deftfully shrunk Qcom's slice of the pie, and spread so much of the "Y2K" promise of Qcom to so many participants into a 'world'spun eco-system, with Mr. Jobs at the centre of this universe.
In the process, the spoiler in the game, Nokia has been truly felled. And my main point of this ranting, Huawei (how I wish it was a public company) and the likes of ZTE are going to own significant piece of the revenue/profit stream in the future, as they deliver derivatives of their TD-SCDMA gamble, as it evolves into LTE. Your 'stickiness' to old-fashioned VVVs made you miss the mark entirely on these significant developments. One reads of the financial successes of Samsung, HTC, Hon Hai and Foxconn these days, and wonders how did Mq get it so wrong thinking Qcom was going to control the wireless world..... |
