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

To: engineer who wrote (76775)	5/1/2008 11:59:57 AM
From: slacker711	Read Replies (1) \| Respond to of 196813

if you refuse to stop a listen to what people who KNOW post, then there is no hope. I posted HOW IT WORKS, not speculating on what one might wish for.... If you are implying that Nokia outsources their CDMA handset manufacturing (which doesnt include WCDMA/HSDPA), then you are correct. OTOH, if you are implying that Nokia outsources 99% of their total manufacturing, then you are way off base. The vast majority of their production is done in-house. Slacker

To: engineer who wrote (76775)	5/1/2008 12:04:25 PM
From: planetsurf	Read Replies (1) \| Respond to of 196813

Oh thank you ole' wise-one for coming down from your mountain to enlighten us mere mortals with your wisdom. But you'll have to explain HOW Foxcomm and TI having a license HURTS QCOM's position RE NOK. I see it helping. If NOK doesn't have a license AT ALL (like Apple) then they can sell through an OEM like Foxcomm. OK, but isn't that good? Q get's 5% vs ~3% if NOK is using their license. The only negative I can think of here is that NOK doesn't have to horse-trade for the few NOK patents QCOM probably needs. If NOK wants to manuf under THEIR 'name' (like they do now with WCDMA EVEN though they don't OWN most of the factories) and they don't have a license, then someone like TI is blocked from selling them chipsets per their license. What am I missing wise one?