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

To: waitwatchwander who wrote (62759)	4/18/2007 1:07:29 PM
From: Maurice Winn	Respond to of 197217

Now I can't find the benQ Sanyo outsourcing information. Google isn't getting it. Sanyo is having major reorganisation and losing money in handsets. There's little mention of handsets in their website [none actually, but maybe there is in their Japanese language site]. Here's a denial of information by Sanyo: wirelesswatch.jp There is quite a lot of smoke, but I can't find the fire. I give up. I couldn't find anything on benQ website either. I thought Sanyo made good phones. Nokia is quite an annoying company. Catching 60% of wireless industry profits is a good trick. The QUALCOMM royalties don't seem to be doing them any harm. Since they don't pay them for GSM/GPRS/EDGE, that's not surprising. Nokia is almost a monopolist, leveraging their strength to get even more advantage over little competitors like Sanyo. Throw them a lifeline then jerk it away - that was a good trick and got rid of another competitor by the look of it. Get lower royalties from QCOM if they can and undercut competitors some more. QCOM should charge them an upfront $20 bn signing fee [it was $10bn]. Promises for the future are not reliable. Cash up front, on the barrel-head, in the bank, are more dependable. Nokia has been an extraordinary pain to deal with. They have to pay for that and profits on the pain too. Big profits. Normal profits are for fun jobs. Big profits for pain and suffering. Since QCOM is now in the legal business, it should be profitable. Mqurice