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To: tero kuittinen who wrote (3046)12/16/1999 11:53:00 AM
From: Bux  Read Replies (1) | Respond to of 34857
 
That's true - the Sony deal was very good for Qualcomm. And very bad for Sony. Just like the earlier Qualcomm-Motorola collaboration benefited Qualcomm a lot and probably ended up damaging Motorola. Take a look at Motorola's global market share in handsets and mobile network equipment back in 1995 and you see what I mean.

It's not accurate to attribute MOT's poor performance primarily to the collaboration with Qualcomm. Those who were closer to the action would say MOT's lack of collaboration would be a better reason. Nothing was stopping MOT from introducing a leading edge CDMA solution in the blooming CDMA market and the collaboration certainly didn't prevent them from competing in the GSM space. I think it was a classic case of incompetence and stubbornness.

Bux



To: tero kuittinen who wrote (3046)12/16/1999 12:18:00 PM
From: w molloy  Read Replies (2) | Respond to of 34857
 
Tero - Why do you think that Kyocera would be dumb enough to take
QCOM's manufactuiring unto itself? They are a world class handset manufacturer in their own right.

Maybe they want an entre to the US market. Maybe the handset business is a stepping stone to acquiring the ASIC division (or a share in it) .

Current QCOM thread rumor is T is circling too. Any comments?

w.