re: ", Qualcomm will end up as a weak sister in
telecom sector like coms in networkers sector."
Yup, QCOM is weak, weak, weaker every day. Poor guys are so anemic that Ericsson just had to grab the K-Y tube and pay through the wazz to get ahold of the 98 pound weakling's technology. Same licensing fees that everybody else in telecom land has to pay to use CDMA. Problem is: if you keep collecting those damn royalties from all the big guys, pretty soon you is one youself.
You're right--Q is just that puny little outfit from San Diego--all they have is a total lock on the fastest growing wireless transmission standard in the world. If memory serves, little guys like Lucent, and, oh yeah, NT, can't install wireless base stations w/o forking over even more royalties. Nokia? Yup, if that little ASIC inside that sexy plastic handset uses IS95, the little cash register in San Diego goes 'ka-ching'. Motorola? Yup, poor fellas can't manufacture CDMA ASICs to save their ass*s and have to pony up to the soon-to-be dinosaurs Q kids.
With any luck, QCOM will be saved by the Sisters of Charity from Redmond who took such pity (like you) that they gave up 50% of Wireless Knowledge to get their hands on those same CDMA locks. Course that's pretty typical for MSFT to give away the store if they're not sure they can't get around the IPRs. Call me zany, but those nut heads from Loral did the same to license CDMA for Globalstar. Think maybe there's a trend here?
Nah, you've got it nailed. Qualcomm is road kill. "Earth to Freeflight, come in, come in". Thanks for listening. Mike Doyle
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