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

To: Art Bechhoefer who wrote (67846)	8/17/2007 2:41:08 PM
From: ggamer	Respond to of 197450

I think both NOK and QCOM are ready to settle. I may be wrong but I just can not see these companies who's first priorities are to bring the latest technologies to the world would be spending the next few years fighting each other in courts. I guess the small battle with BRCM has show us the investors that QCOM can also make mistakes and they have made some big mistakes. That QCOM is also not the 100% perfect corporation that we thought they were. QCOM is hopefully more humble now than it was before going to the courts. Also by pushing Lupin out and brining IJ to the public eye, they are showing their soft side. QCOM can not afford any big mistakes with big corporations like NOK. They need to settle and they need to settle now.

To: Art Bechhoefer who wrote (67846)	8/17/2007 2:42:45 PM
From: slacker711	Respond to of 197450

Nokia's loss of market share What loss of market share??? Slacker

To: Art Bechhoefer who wrote (67846)	8/17/2007 2:59:04 PM
From: Eric L	Read Replies (2) \| Respond to of 197450

Feet Dragging? Art, << Nokia's loss of market share, it can be argued, was due to its own decision to abandon the CDMA market and Nokia has been dragging its feet on WCDMA handsets, partly through trying to make GSM/EDGE more attractive for U.S. customers, is there any wonder why their market share has dropped? >> No question that Nokia's deemphasis on CDMA and change in their CDMA business model has been a factor in Nokia's loss of US market share, since CDMA is the dominant US access technology but so has the forex conversion rate and the incredibly weak US dollar winch translates to 75 Euro cents when it hits Nokia's books. BUT ... How do you reconcile Nokia'a global market share climbing to all-time record levels, their handset operating margins reaching their highest levels in over 3 years at 2x their closest competitor, their overall handset profitability reaching record levels, and Nokia continuing to be the global leader in UMTS (WCDMA) handset sales with their WCDMA handset share close to their overall record global share? Best, - Eric -