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

To: slacker711 who wrote (146646)	11/28/2006 7:29:27 PM
From: qcom2009	Read Replies (1) \| Respond to of 152472

Any chance a deal with Nokia also includes them becoming a future chipset customer? I know this has always sounded far fetched, but Nokia must know it all ends up DO Rev A,B,C, etc. along with HSDPA, HSUPA, HSUPA +. To say nothing of the Snapdragon line. Where does Nokia plan on getting the chipsets for all their handsets of this type, so as to maintain or grow their current market share? Longer term, only TI has a chance of competing on these products with QCOM. So is the strategy total dependence on Texas Instruments for their chipsets several years out? I think we have seen with Nokias efforts in EVDO Rev 0, they are not realistically going to be able to keep up with Qualcomms chipset customers by doing their own chipsets in house. I think the new Nokia management is astute enough to realize this, and perhaps less dogmatic than the old guard. Also, keep in mind the recent mention of Qcom and Nokias high level management trying to work out a broader agreement, even though the negotiating teams where at a dead end.