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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Jim Mullens who wrote (41315)	6/28/2004 1:16:54 PM
From: DanD	Respond to of 196694

Is there any crossover IP technology between wireless video and Digital Cinema that gives Q more advantage than others? Dan D.

To: Jim Mullens who wrote (41315)	6/28/2004 2:14:00 PM
From: 100cfm	Read Replies (2) \| Respond to of 196694

I thought this one would raise a lot more eyebrows. Sony/Erriccson, Q's main competition in WCDMA will be buying it's video heavy chips from Q and not doing them in house or buying from NOK. IJ stated that he thinks it will take 1-2 yrs for the competition to realize it doesn't pay to make their own chips. This might be a big reason for that and is most likely what Q is banking on to get them to 50%. If you want real 3G capabilities in your handset, will not just about everyone opt for TV, streaming video, and full camcorder features. Therefore I see the 50% market share as Q's to lose rather than to win.