Clark....just a thought on handset arguments. Firstly, I would like the Q to hold on to the handset manufacturing. Sure, we can hear the Q's quality asics in other handsets, but to become a household name, either, a) everyone has to know that it's "Digital by Qualcomm" or "Q Inside" or...b) the Q name has to be prominently displayed on the phone (as is the case for the current Q handsets made by Q. I love my QCP-2700 and get that warm/fuzzy feeling when I see the logo....stock action in recent month has helped here, I admit.
As Q has migrated from an oddity to a "global power" in communication technology, the best form of advertising is repetitive encounter...as shareholders, we need to see Q's phones all over the market or if not in the future, due to a sale, we need to see a not so subtle logo that reminds everyone who powers the handset. It's the best advertising there is....of course, we want margins, margins, margins, to continue, too.
All the best,
metman |