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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 (76778)5/1/2008 12:35:26 PM
From: slacker711  Respond to of 196568
 
Wow, the mobile broadband offers in Europe have become absolutely amazing. Besides data cards (both embedded and external), this is really going to drive the utility of Snapdragon enabled devices. They are a non-starter when data costs $60 a month, but 3GB's of data for $15 is going to work for quite a few people.

trustedreviews.com

3 Cuts Mobile Broadband Prices In HalfAuthor Gordon Kelly
Published 1st May 2008
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Boy, 3 isn't half attacking the mobile broadband market...

Setting a rabid cat amongst some particularly terrified pigeons is news that the progressive network is slashing both the price of its mobile broadband dongles (modems) and data tariffs by a whopping 50 per cent.

On the hardware side both 3's £99.99 ZTE and Huawei E220 dongles will sell for just £49.99 on simple Pay As You Go deals from 1 May while for existing customers 18 and 24 months contacts offer an even better deal with £10, £15 and £25 bundles (providing 1GB, 3GB and 7GB of data allowance respectively) cut to a mere £5, £7.50 and £12.50. On top of this, sign up to one of these deals and the dongle is free.

As a rough guide to these capacities, 3 quotes its most popular 3GB package as enabling a user to send up to 2,000 plain text emails, spend 100 hours surfing the web and download an additional 100 two minute videos and 200 music tracks. Of course bitrates for both audio and video weren't mentioned but you get the idea.

So Vodafone, T-Mobile and Orange (erm, let's not even bother to challenge Orange) - whatcha gonna do about this…?



To: slacker711 who wrote (76778)5/1/2008 12:40:42 PM
From: ihavenoidea  Read Replies (2) | Respond to of 196568
 
Like I said, I figure that the board would go ballistic if Q accepted the compromises that I would find acceptable.

qcom only got "amenable" with their $100M offer after they had been handed their head by BRCM. I don't look for qcom to negotiate with themselves. Furthermore, their stock is doing fine. the more it creeps up to the high 40's the less pressure on qcom management to settle. Again, 6% sounds pretty reasonable. I'm not worried about Armageddon. Nok is much more pragmatic than qcom. They would just continue using qcom IP without paying for it and wait for it to get settled 10 years from now. There will always be some amenable person on the qcom team that will be willing to forgive interest.
B/t/w/ if your suggesting that my compromise is reflective of "go(ing)ballsitic" you are only kidding a kidder.<g> i.