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

To: slacker711 who wrote (63679)	5/15/2007 1:16:10 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 196977

Slacker, you said Nokia has managed to create compelling WCDMA solutions and you went on to ask for other views of Nokia's apparent success. Looking at the Nokia handsets equipped for WCDMA, it seems to me that Nokia has aimed at lower priced chips, whereas QCOM customizes its offerings to fit particular market niches. Initially, one would expect more demand for the low end WCDMA handsets, with demand picking up later on for the higher end handsets. Current demand for WCDMA handsets is probably going to be affected by the LG handset that does feature a low end QCOM chip--the handset that received commendation from an industry group. So I would expect that competition with Nokia handsets will become more lively as these new models enter the market. In short, Nokia, because of its market penetration, has an edge whenever a new model with new features is introduced. But as overall market demand picks up, the competitors are likely to get a greater piece of the pie. Art

To: slacker711 who wrote (63679)	5/15/2007 1:27:59 PM
From: waitwatchwander	Respond to of 196977

EDGE while dragging out the installation HSDPA infrastructure. It wasn't until Telstra got rolling that we even heard of operators gearing up W-CDMA. Now that the basic patents are coming to their natural life ending moment, Nokia is now championing UMTS (as a GSM/GPRS replacment?) and HSDPA (as the replacement for EDGE?). It's all just the business of milking the ole cows until their lactational performance dwindles and it's time to bring on the next generation.

To: slacker711 who wrote (63679)	5/15/2007 2:58:25 PM
From: peterk	Read Replies (1) \| Respond to of 196977

Slacker-How come Q's huge technical lead hasnt translated into greater WCDMA chipset share? Slacker you're not serious are you? How about the fact that Nokia stole what Q gave them and simply pulled an IDCC on them. Isn't that what all the litigation is about? Nokia doesn't want to pay someone for correcting their mistakes. The bottom line: Nokia is not really suing them for patent infringement, they're suing because it's the only way they can compete. Jorma said it a long time ago, which your friend Eric hasn't denied; believing in your own BS when you know for a fact that it's BS and that's why we are 18 months behind Qualcomm in CDMA development. They would still be behind if Qualcomm hadn't pulled their butts out of the fire. Interesting we haven't heard from the EU in almost 2 years regarding Q's anticompetitive practices? I think the European Service providers have had something to say about it, don't you?

To: slacker711 who wrote (63679)	5/15/2007 3:19:12 PM
From: Raglanroadie	Read Replies (2) \| Respond to of 196977

I'll go out on a limb and take a stab at it. I believe NOK's WCDMA phones have been more geared towards the higher end smart phones. If that is the case it seems to me you have plenty of room for mulitple chips and a larger battery. Could Q have figured that it was better to focus R&D on integrating the chipsets for smaller form factors and mid to mass market appeal? Once this is achieved the higher end can now be targeted with a smaller chip that has low power equirements. If so NOK may be in for a world of hurt in the coming quarters. Margins may be pressured from the low end now that entry level CDMA phones are cost competitive with second hand GSM phones and integrated mid to mass market WCDMA phones bring the high end down. "Q's got a squeeze box and NOK never sleeps at night."

To: slacker711 who wrote (63679)	5/15/2007 4:10:39 PM
From: limtex	Read Replies (1) \| Respond to of 196977

slacks - you are 100% right. If NOK couldn't have done it they couldn't have done it but they did and are busily increasing their market share. They could care less about Q or its imaginary technology lead. In commericial terms Qs lead is totally irrelevant. We who have believed all this crap about technology leads have ourselves to blame for listening to this bulls--t for more than ten seconds. Here we are and not only are Qs lawyers impotent to defend the company's property but with all the R&D and tech leads the finest customer in the world decides that Qs product isn't needed and just to prove it their market share increases. No wonder at $45 they been running to the hills in droves. Best, L