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


To: Eric L who wrote (60785)3/9/2007 3:48:28 AM
From: Maurice Winn  Read Replies (3) | Respond to of 196948
 
Nokia is doing much better than I expected as CDMA has gained ground and GSM obsolescence continues apace. Good grief, what a juggernaut: < in Q4 2006 Nokia captured at least 58% of the handset industry's total profit. They are the global leader in entry level GSM and GSM/GPRS, mid-range GSM/EDGE, and UMTS (WCDMA and WEDGE) feature phones and smartphones for unit sales, revenue, and profitability, and they had over 50% of the growing high end global smartphone market which reached 64.1 million units in 2006 according to Canalys.>

The Anita [TM] prototype devices will continue to gain ground and Nokia is well-placed to make untold $billions. It's not as though they are stuck in the GSM face plate business [and gumboots].

But it will be a LOT of fun to see them put all that aside when they decide to abandon CDMA and other QUALCOMM intellectual property in another month.

I think without selling anything in the USA, they will find the 58% dwindles somewhat. Their share of cyberphones will dwindle too.

It would be worth a crunch on QCOM just to see the carnage in Nokia.

Mqurice