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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: benhorseman who wrote (144799)9/7/2006 3:29:24 PM
From: golfinvestor  Read Replies (1) | Respond to of 152472
 
"Nokia chooses CDMA to launch its least priced handset"

I think I'll frame that headline!



To: benhorseman who wrote (144799)9/7/2006 4:41:23 PM
From: Jim Mullens  Read Replies (1) | Respond to of 152472
 
Re- Framing- negatively- "It could also be a strategy designed to clear the inventory of its CDMA chipsets. Nokia could not be reached for comments.



To: benhorseman who wrote (144799)9/7/2006 7:16:52 PM
From: Maurice Winn  Respond to of 152472
 
Hang on, why would Reliance go with GSM which is more expensive for handsets than Nokia's CDMA? And when they launch their GSM network and face the court to explain how come they are selling GSM/GPRS/EDGE in standalone devices without paying a royalty to QCOM and without a licence, what will they say?

<While Nokia has claimed Qualcomm’s policies make it unviable to launch low-cost handsets in price-sensitive high growth markets such as Brazil and India, Reliance has also cited high royalties and high handset prices as the reason for its GSM services foray. The operator plans to launch GSM services in all 21 circles, starting with Delhi and Mumbai, and has asked the government for spectrum in the GSM band.>

And when they do obtain said licence and pay aforementioned ipso facto royalty, will their swanky new GSM system be cheaper than the royalty-paid Nokia CDMA devices?

Also, has Reliance not noticed the litigation over the GSM Guild using QCOM unlicensed patents which explains in good measure why GSM with hijacked intellectual property is cheaper than the much more effective CDMA.

It looks as though Reliance is hoping that QCOM blinks first on negotiations and that the government doesn't give Reliance the GSM spectrum too quickly with demands that they build out forthwith. They will be quietly telling the government to take their time as it's a negotiating ploy.

So, Nokia is giving away CDMA, but they aren't and they are doing a joint venture with Sanyo, which they've cancelled [Nokia is obviously not a reliable partner], and CDMA is too expensive because of royalties, but it's cheaper than GSM and Reliance doesn't want to buy CDMA because it's cheaper than GSM - no wait - because it's too expensive .... yes, it all makes sense. No wonder India is poor and Nokia is sliming as fast as they can.

I imagine Paul Jacobs returned from trying to talk with them in India, shaking his head in disbelief at their irrational ideas.

Mqurice