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

To: shades who wrote (62717)	4/25/2005 3:00:41 AM
From: Maurice Winn	Respond to of 74559

<If China decides to STEAL like it did with GM - how is QCOM gonna stop them if GM couldn't?> QCOM pays $billions to King George II in tribute. The King won't take kindly to some crooks in China stealing. The King has got lots of noocular bombs and aircraft carriers and submarines and satellites and B52s and cruise missiles and MIRVs and other stuff. A blockade around China would disrupt China's trade flows and income. < 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.> That's not right. CDMA has been in a competition with GSM for a decade, which GSM has won hands down. WiFi and WiMax haven't dented CDMA sales. WiFi is complementary to CDMA cyberphones. WiMax is not a mobile cyberphone technology for voice. It's a data technology for relatively fixed applications. < Qualcomm recently ditched its much-hyped EVDV technology when it became brutally apparent that carriers want IP and big pipes,> 1xEV-DO [DO = data optimized] and it is IP and a big pipe. < 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; > QCOM isn't looking for bullies to take on. QCOM is very busy creating excellent CDMA technology at low prices so everyone on Earth can have a super duper turbo-charged phragmented photon cyberphone. Check out the QCOM revenues. Inspect the profits. Look at the subscriber graphs. Lost? Somebody is confused. All the graphs are zooming zooming zooming, in the right direction. As are dividends. Giggle... Mqurice