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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (149889)	8/8/2019 3:35:50 AM
From: Maurice Winn	1 Recommendation Recommended By dvdw© Read Replies (1) \| Respond to of 217845

When the lawyer running Nokia decided it was a great idea to rob Qualcomm he signed their death warrant. That was the end of their handset division. Infrastructure remains struggling along. Ssme thing happened to L M Ericsson. A year ago I shorted Apple for the same reason but covered after a 20% profit as they are not fully committed and one must be circumspect. They remain ascendant for now and semi settled with Qualcomm but their evil remains. China did a Made in China TD S-CDMA swindle which failed but Huawei evil remains = trying to rob Qualcomm with the help of corrupt FTC and questionable allegiance Lucy Koh. Samsung and Koreans whined like a fleet of 747s about Qualcomm's derisory royalties too with Korea's government robbing Qualcomm who gave them life. Appreciation and respect, honesty and VVV in general are in generally short supply with the inevitable evil consequences. Huawei should withdraw from all attacks on Qualcomm and go full gung go with them for the greatest good. Huawei was incidental to Apple's evil as far as I could tell. "What? Free intellectual property?!! Well okay then". Mistake. Huawei should have opposed Apple's attack via FTC. The accusation that Qualcomm is running a monopoly is patently absurd. Monopolists rule and enjoy humoungously vast profit. Add up Apple, Huawei, Samsung, Google etc market caps which are built on Qualcomm patents and intellectual property and compare with Qualcomm's. Qualcomm set royalties ridiculously low in the early 1990s and sold the handset and infrastructure divisions = all big mistakes. The first evidence and part measure of the scale of under pricing was the loot gained by governments in 3G spectrum auctions = $100 billion just in Europe. That was.money left on the table by Qualcomm. The consumer surplus in mobile Cyberspace has been fantastic which is why there has been such $trillions in rapid turnover of obsolete handsets. Of all the $trillions Qualcomm is not worth $100 billion. Apple alone is $1 trillion. Then there are swarms of service providers like Verizon China Telecom NTT Spark O2 all worth $trillions. If Lucy is a Kim Philby plant by Kim the Fatter's family acting for Emperor Pooh Xi her decision would make sense. It seems life will continue to be interesting. Mqurice