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

To: jprincess who wrote (56513)	11/1/2006 1:12:09 PM
From: phatbstrd	Respond to of 196772

I think only a "JP" could get away with that post...excellent analogy.

To: jprincess who wrote (56513)	11/1/2006 3:11:17 PM
From: GO*QCOM	Read Replies (2) \| Respond to of 196772

No question Nokia will suffer from both there precious legacy GSM rotting away as the new shiny WCDMA canabalizes what is left takeing market share all the while the global leader CDMA will surpass its current 335 million subscribers.When the Ericsson-Qualcomm agreement in 1999 effectively secured CDMA's position in the industry and eliminated the possibility of it being shut out by an ITU decision ,Nokia never got over the reality of this situation.The fact that they could never come up with an effective CDMA chip and to high browed to buy chips from QUALCOMM leaves them with a desperation much like the North Koreans threating to go nuclear unless they get there way.The industry wether it be Euro centric or Americana centric will eventually see throught the crying game.The may be a power in Euroland but Euroland would not exist without USA trade and there could be consequences to unfair trade practice rulings.Bottom line Nokia will pay up and the day it is inked the stock will soar like it is 1999.

To: jprincess who wrote (56513)	11/1/2006 5:37:42 PM
From: Q8tfreebe	Respond to of 196772

You haven't seen the last of Nokia in the CDMA business. I think it's all bluster in order to strengthen their arguments against QCOM (i.e. they don't need a CDMA license, so the 5% royalty for all of QCOM's IPP should be reduced accordingly). The fact is that the CDMA market is too large and will only get larger once China turns China Unicom loose. Look at the recent 2 million unit award Reliance made to Nokia. True, Nokia does not appear to need a license to "re-brand" those phones, but that strategy keeps Nokia in the CDMA game, while they continue to try to apply negotiating leverage.