Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Eric L who wrote (42256)	9/14/2004 5:41:52 PM
From: John Carragher	Respond to of 197031

appreciate your input.. thanks

To: Eric L who wrote (42256)	9/15/2004 12:11:03 AM
From: slacker711	Respond to of 197031

Not much, positively or negatively, so far as I can see. snip.... On the chipset side Qualcomm, like all their competitors, will incorporate HSDPA in future chipset designs, and do a fine job accommodating it. I see the impact of HSDPA a little differently. Qualcomm's primary advantage versus their chipset competitors is still their expertise in the CDMA air interface. The fact that W-CDMA is going to go through a fairly quick upgrade cycle will increase the need for that expertise. Even if Qualcomm isnt ahead of Nokia/Motorola/Ericsson in developing HSDPA, I still see them benefiting. Hypothetically, if W-CDMA had remained stagnant for several years, I would imagine that many companies that arent currently competitive in W-CDMA would end up mastering the standard. I am thinking of merchant chipset manufacturers like Renesas or in-house efforts by Samsung. Inevitably this would erode Qualcomm's market share. As long as the CDMA standards are rapidly moving, I see Qualcomm keeping their edge. As the standards mature, the skill sets for chipset manufacturers will switch to things like manufacturing ability and low-cost design. Hopefully, we have another decade or so before that happens :-). Slacker