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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (62634)4/24/2005 6:07:53 AM
From: TobagoJack  Read Replies (1) | Respond to of 74559
 
<<It's inevitable>>

... see, that wasn't so difficult to sense, and then say, was it?



To: Maurice Winn who wrote (62634)4/25/2005 2:40:07 AM
From: shades  Read Replies (1) | Respond to of 74559
 
"They will just need their CDMA cyberphone."

China has the growth right? Buffet buying BUD because they build in china - but china STEALS:

Message 21261409

Now how will QCOM and CHINA mesh?
amazon.com

This book examines how Qualcomm became so successful, chronicling the early history of the company, then provides an in-depth analysis of Qualcomm's business model. Through this eye-opening, real-life case study, readers will learn:* how the company pioneered and commercialized a new technology in record time...and made it an industry standard* how Qualcomm's revolutionary business model relied on licensing this technology *

Mock is perhaps too kind to Qualcomm, particularly in the latter years, as the vendor transforms from David to Goliath. For example, the company has been in an all-out war with Wi-Fi and WiMAX over the past three years, and it is only recently that we now see the company starting to co-opt some of the same technology underlying WiMAX. Qualcomm recently ditched its much-hyped EVDV technology when it became brutally apparent that carriers want IP and big pipes, something WiMAX was designed to address from the ground up. I find Qualcomm to be a little lost these days, as if it is searching for another big bully to take on again; the trouble is, Qualcomm is now the big bully and it's taking on the types of innovators that it once was.

If China decides to STEAL like it did with GM - how is QCOM gonna stop them if GM couldn't?