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

To: Eric L who wrote (83379)	2/18/2009 12:17:36 AM
From: JGoren	Respond to of 196772

Gelblum is credited as writer of the report as well as Steven O'Brian. I think there is an additional reason we are likely to see multi-sourcing by Nokia and other manufacturers. It appears to me that the amount of diversity in the handset offerings is increasing--if for no other reason than multiple technologies or generations being offered, often concentrated in different geographic markets. So one set of suppliers supplies one generation or bundle of technologies; another set of suppliers for another generation or set of technologies. So, it seems to me what we may see is single sourcing for classes of handsets but multiple sourcing when the entire portfolio is viewed.