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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 (76881)	5/4/2008 6:39:07 PM
From: quartersawyer	Read Replies (1) \| Respond to of 197272

Nokia's market share numbers Eric L. posts last week included this important one including revenue share: Message 24540448 but Art's question relates mostly to high end market share trajectories. Do you think 3G carriers might want to rein Nokia in? Could competitors' strength have been caused by market effects controlled by the carriers as much as by user demands?

To: slacker711 who wrote (76881)	5/4/2008 7:11:10 PM
From: Art Bechhoefer	Read Replies (4) \| Respond to of 197272

I've been monitoring several reports of Nokia market share on this thread as well as the data from financial reports and trade publication commentary. My reading, which I believe is accurate, is that Nokia's market share has been increasing especially in low end handsets, but other competitors are gaining on Nokia in handsets with advanced features, especially where WCDMA phones are concerned. If you look at the WCDMA market, you also have to wonder where Nokia would be in terms of handset pricing, if it was paying royalties to QCOM. Again, the GM example I mentioned is particularly relevant. Consider some of the innovations in non-GM cars over the past 40 years: Transmissions with 4, 5, and 6 speeds, introduced in European and Japanese cars years before they were available on GM cars. Front wheel drive. Electronic ignition. All wheel drive. 4 valves per cylinder (first on Honda). And gasoline mileage itself, based on a comparison of similar size (passenger and cargo space) cars. Nokia has gained market share by pushing GSM but, facing tougher competition in 3G, responds mainly by trying to expand demand for 2G. Just like GM! Art