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


To: IHUBDOWN who wrote (49719)1/20/2006 8:15:45 PM
From: BDAZZ  Respond to of 197036
 
>>What will they migrate to?<<

To WCDMA, the technology that the Euro patents courts found essentially belonged to QCOM. That's why every major wireless player in the world has now signed and paid for a QCOM WCDMA 3GSM license.
QCOM makes the handset chips that go into WCDMA handsets. There will be billions of handsets so we are not really concerned with base station chips. But regardless of who makes the chip that in chosen for a particular handset, (QCOM or other) the handset maker for these billions of migrating WCDMA handsets will have to pay QCOM a royalty. Nokia and other Euros had to pay for a QCOM license to make WCDMA products and they are already paying royalties to QCOM for these products. Of course those basestation chip makers you are concerned about also pay QCOM a royalty.



To: IHUBDOWN who wrote (49719)1/20/2006 8:41:39 PM
From: Quincy  Read Replies (3) | Respond to of 197036
 
Bring what up?

You need to read some history books other than those that QCOM has provided....

Doesn't change the fact Qualcomm fixed your WCDMA and HSDPA standard.

Now that Verizon has the Mot RAZR and their own music download service, tell me again what Cingular and TMobile have to offer besides lower ARPU?

CDMA is a dead end

I see nothing but happiness here.
verizonwireless.com

The only reason we would choose to entertain ourselves with a 3" screen is if we were stuck at a laundromat and need alternatives to watching a stranger's underwear spin in the dryer.

No one in the world has been able to foster next-gen wireless growth. Nokia's N-gauge. Oops. Big expensive oops. Intel and WiMax: a billion dollars just in advertising. TMobile is maintaining its market share by using a Hollywood actress for their spokeswoman.

Dare we compare Verizon's churn to Cingular's?

You people are in denial... Some form of NIMBY only maybe we should call it... Iiaimbyide.... If it ain't in my back yard it doesn;t exist...

Heh. Spoken like a 12 year old.


Just be happy to collect royalties for a bit, until it all changes.....again... CDMA is a dead end....
Things change... Get over it... Start looking...


Uh huh. Let us know when Verizon and KDDI start looking.

Your fascination with basestation CSMs is duly noted. Just have to point out that phone MSMs outsell base station CSMs exponentially.