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

To: ohohyodafarted who wrote (56520)	11/1/2006 5:51:02 PM
From: J Langholtz	Read Replies (1) \| Respond to of 196775

All is fair in war. Microsoft got their ass kicked. What is the appropriate response to eu tactics? Depending on the current administration for political support is problematic. Will the market eventually address eu's corrosive influence?

To: ohohyodafarted who wrote (56520)	11/1/2006 9:33:21 PM
From: GO*QCOM	Read Replies (2) \| Respond to of 196775

Understandable steam roller rant.The way I see it and I have been in QCOM stock since 1991,there are three major events for QUALCOMM to become a mega-cap industry leader that dominates the global wireless landscape.Two of this holy trinity has already been meant.The first was the proof that CDMA worked as predicted.The second was the capitulation by Ericsson that allowed QUALCOMM to become an ITU global standard.The third is coming and that is the gain of the GSM market share that QUALCOMM was previously shut out.GSM/WCDMA market share reached 82% in the first quarter of 2006.The last thing Nokia would want is to be locked into an endless legal wrangle with Qualcomm over WCDMA, while the emerging market opportunities in CDMA2000 escalate .Could you imagine Nokia's dilemma not able to manufacture WCDMA phones due to non-licensure from QUALCOMM and as a consequence the industry shifts to CDMA2000.Nokia would die on the vine .Therefore I think we are in for another great ride once the contracts are inked and Nokia pays the going rate.We could see blue skies again and they could be really blue like they were in 1999.