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

To: voop who wrote (41319)	6/29/2004 8:06:59 AM
From: 100cfm	Respond to of 196710

I see no evidence that any handset maker's WCDMA phones are a huge success except for LG's. I think Mot was in the same mindset as every other chip maker, that WCDMA was going to be the world dominator right out of the box and that since Q wasn't as dominant technology wise( or so they thought<g>). They saw a huge oppotunity for revenue and competitive advantage. They were all probably past the failsafe zone in R&D expense so they had to keep going forward even though the writing is on the wall. I'll go with IJ and watch the competition throw the towel in one by one over the next 2 yrs. NOK will be the last holdout, they remind me of Rod Nelson's hatred for Q and would rather eat sh-t and die before buying from Q. But look what happened to AWE and now Cingular wants to accelerate WCDMA deployment. Where and how does Mr Nelson fit in now<G>. Cingular's Del La Vega made it abundantly clear that he wants predominatly American companies to be the ones that involved with their WCDMA network, who other than Q fits that bill the best!