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

To: John Carragher who wrote (59151)	1/26/2007 11:53:26 AM
From: slacker711	Read Replies (1) \| Respond to of 197351

i could see the nok phones being dropped quickly from shelves and mot and others replacing the supply. I highly doubt the operators will drop Nokia before an injunction was granted. They could always start buying the other brands after the injunction. There might be some disruption but I doubt it would be very large. Unfortunately, on the other side of the coin, it is going to make sense for the handset manufacturers to look at other chipset suppliers long before Nokia gets an injunction against Q's WCDMA chipsets. The lead time for designing a new handset is so long that they cant wait until the last minute. I fully expect to start hearing about Samsung and LG second sourcing their WCDMA chipsets.... Slacker

To: John Carragher who wrote (59151)	1/26/2007 11:56:47 AM
From: waitwatchwander	Respond to of 197351

Interesting "fall back" arrangements ... So why did Nortel fail to make the sprint grade? They are big into WiMAX and have been staunch in their alliance with Qualcomm. Maybe, they'll ride in to save the day. Or was that sprint move similar to the Nokia/Sanyo deal or maybe even the recent annoucement by TI that they are cutting back on their efforts in the nm race is just another head fake. Lot's of "coulda, shoulda, woulda" going around these days.

To: John Carragher who wrote (59151)	1/26/2007 12:01:15 PM
From: ohohyodafarted	Respond to of 197351

Yes.. I hope your are right. It's not like it used to be here in the US. At one time having a NOK phone was a status symbol for the young croud. But NOK lost ist's market share when they stuck to their old candy bar design and the in crowd said that clamshell phones were now the cool thing to have. NOK made a very big mistake in that area. Now the service providers no longer need NOK phones because the other manufacturers have NOK beat hands down on style and features. NOK is trying to play catch up now, as they indicated in their CC. I believe the admitted that they misjudged the US market and are now trying to gain back the huge market share they lost in the US. Therefore it would be easy for the U.S. service providers to get along without NOK. ON the other hand, NOK has already lost a huge part of the US market share, so if Q gets an injunction against NOK from selling phones in the US, maybe NOK doesn't care too much, compared to it's large market share in the rest of the world..