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

To: carranza2 who wrote (59741)	2/5/2007 12:06:45 AM
From: Maurice Winn	Respond to of 197271

C2, competing with customers is a bit like annoying Islamic Jihad: <Then there is a problem of competing with your customers.> Islamic Jihad is already so angry and murderous that it doesn't matter if they are more upset. They already have dialed in full scale deflection on head-hacking, bombing and otherwise killing infidels, apostates and people drawing funny cartoons. QCOM's customers are doing all they can anyway to hack royalties, get governments against Q, delay W-CDMA, and cut Q out of anything, so Q might as well just accept that's the attitude and get on with doing what they like. In many businesses, sometimes suppliers are competitors and sometimes they are suppliers. It isn't abnormal. If Q's ASICs and software are better than other offerings, it's irrelevant whether QCOM is also making and selling handsets. It doesn't matter than some handset makers lose money. Nokia seems to do okay and they were small at one time. What matters is what's brought to bear in the handset business. Because some businesses fail in some business, doesn't mean others can't succeed. While it's true that margins and competence matter, what matters more is cool design which hits the hotspots in subscribers' minds. A hot-shot pdQ full-blown Anita [TM] would have been a great thing to focus on and leave the commodity handset market to the low margin companies. Anyway, QCOM is still in the handset business with the GSP 1700 [which I inadvertently called the QCP 1700 in my previous post - I had a QCP 820 back in the day, which had quality control problems]. The GSP 1700 is here globalstar.ca and will gradually take over from the GSP 1600 which is a 20th century version. As Globalstar gains ground and continues to be upgraded, and handsets are continually improved, QUALCOMM is in the box seat to become the world's biggest cyberphone provider in a couple of decades, evolving various Globalstar products into multimode, multiband terrestrial/satellite devices with full-fledged Anita [TM] functionality. Yes, that will mean QUALCOMM will be competing with customers. Any customers who don't want to buy QCOM ASICs and software can buy worse stuff from others and see if it makes them any happier and profitable. Too bad. The customers who don't like it could take up gumboot manufacturing if they can't compete in the cyberphone business. There is nothing wrong with manufacturing. Toyota does it and they seem to do okay. General Electric does it and they are doing fine too. There are lots of examples of people making things and making money from it. Mqurice