Jozef:
I forgot to mention that Cabi included the Sony "noise" on his hit list. On this point I can be totally and completely unequivocal...the Sony recall will have absolutely, positively no negative impact on Qualcomm...(absolutely, positively is about as unequivocal as I can be).
Remember in the March and June quarters when Qualcomm restructured its relationship with Sony? At that time the companies completely separated the research, development, marketing and warranty aspects of QPE. Since Sony developed the software that controls the analog power output of the involved phones, Sony, not Qualcomm, is responsible for the costs of recalling, replacing or repairing the handsets.
Ironically, what Cabi attempts to describe as a major negative is probably, on the margin, a minor positive for Qualcomm. Note that the involved Sony phone is very similar to the QCP-2700, so operators concerned about the negative publicly associated with the Sony product may opt for the Qualcomm product instead. Maybe Mr. Cabi should be employed by the National Enquirer rather than a major New York wirehouse. What a pathetic state of affairs.
Best regards,
Gregg |
