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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 75.00+2.4%5:20 PM EDTNews

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To: BDAZZ who wrote (111040)4/15/2012 3:37:13 PM
From: Art Bechhoefer2 Recommendations  Read Replies (2) of 122552
 
Re: Apple doesn't have to suffer for Nokia to succeed.

The real question is, can Nokia or any other competitor succeed? Apple may not yet be dominant in smartphones, as they are in tablets. The iPhone seems to be less attractive in parts of Europe and Africa. Yet in China, the iPhone seems to be the most desired handset, over competition from China's own companies as well as the likes of Samsung.

It would be better for Qualcomm if there were more competition in smartphones and tablets. Unless Qualcomm changes its business plan to merely collecting royalties and licensing chip designs (as ARM does), Qualcomm needs healthy demand from handset manufacturers willing to employ Snapdragon processors. And yes, I believe that if Apple suffered a little more, Qualcomm would benefit.

A big change in the whole scenario could occur if the Apple patent on unlocking a smartphone is declared invalid because of the existence of prior art (the Swedish 2002 patent).

Art
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