Technology Stocks: Qualcomm - Titanic of the wireless industry?  
Posts: 116 | Member SubjectMarks: 9 | No Bans

Share This Board Moderated By: henry8 -- (Not Moderated) -- Started: 7/31/2009 12:23:01 AM  Revision History

When Qualcomm and CDMA first appeared on the world scene both were hailed as the future of the wireless industry. Today, though, CDMA still lags GSM in the number of subscribers with CDMA having 480 million subscribers while GSM has 3.8 billion. CDMA also saw subscriber growth of only 29 million people the year ending March 2009. Most recently, Nortel, a key major CDMA infrastructure supplier, has declared bankruptcy and sold its CDMA assets to Ericsson, at one time the arch enemy of CDMA. With the exit of Nortel from the CDMA infrastructure market, the major CDMA infrastructure companies remaining are Ericsson, Alcatel-Lucent and Motorola. Will Qualcomm and CDMA be able to survive with only these infrastructure suppliers? Will the Chinese infrastructure companies be able to substitute for Nortel? Will Ericsson's and Alcatel-Lucent's heavy dependence on GSM prejudice their product development and marketing? And what about Nokia? Will Nokia assist in the migration to 3G CDMA or will it try to protect its installed base of 3.8 billion GSM subscribers?
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromDate
116Speaking of the Titanic, anyone remember Bernie Ebbers and Worldcom? Some highlveritas50101/06/2013 07:25 AM
115"It seems you prefer to be an umpire though." What would you have peoveritas50112/07/2012 04:24 PM
114Wow you are very concerned with QCOM and Mirasol! I think QCOM did pretty wellCrackheadBob11/07/2012 10:45 PM
113Well, after another 8 months of diligent searching, I've found a Mirasol hanveritas50110/29/2012 02:19 AM
112If people are wondering the reason for my absence, it's because I've beeveritas50102/01/2012 11:52 PM
111Here is another acorn: From FastCompany: Qualcomm to Spend $2 Billion on E-inkveritas50106/06/2011 10:08 AM
110Hilarious. veritas50106/06/2011 07:21 AM
109Enjoy your feast of sour grapes. Even a stopped clock is right more often than yJeffreyHF06/06/2011 07:11 AM
108Mirasol, Mirasol, where art thou? From Wired Magazine: Black-and-white e-readeveritas50106/06/2011 06:44 AM
107Well, the CDG has finally come clean on CDMA subscriber figures. The year over veritas50106/05/2011 06:18 PM
106Nokia Siemens has completed the acquisition of Motorola's wireless infrastruveritas50105/01/2011 03:51 PM
105It's illustrative of Qualcomm's "other people's property is Quaveritas50103/23/2011 10:51 AM
104Why don't you add up all the CDMA2000, WCDMA, and TD-SCDMA subscribers worldJeffreyHF03/20/2011 10:58 AM
103So, when is Qualcomm going to deliver that one billion of CDMA subscribers? veritas50102/22/2011 05:48 PM
102Nice grub, Blimmer, and the most intelligent post on this pathetic thread, to daJeffreyHF02/22/2011 05:34 PM
101You are a brave man, blimfark. veritas50102/22/2011 03:34 PM
100Hello. blimfark02/22/2011 03:04 PM
99If someone has something to say to me, they can say it right here. Don't beveritas50102/22/2011 02:20 PM
98I see the lemmings are bidding up QCOM -- again. Curious as to the source of thveritas50102/22/2011 01:21 PM
97The CDG released 3Q figures for 2010. No surprises. Latin America continues toveritas50102/17/2011 12:11 AM
96Hey! When is the CDG going to publish the CDMA subscriber figures for the 3rd qveritas50101/30/2011 02:15 PM
95What did I say? CDG released the latest CDMA subscriber figures as of June 2010veritas50110/22/2010 03:35 PM
94I thought this would be of interest since Ericsson is one of the largest CDMA inveritas50107/23/2010 08:07 AM
93Final nail in the coffin? Not that Motorola liked Qualcomm anyway Motorola Saidveritas50107/18/2010 07:11 PM
92What happened? QCOM stock sinking like a stone. Destination: $10/share veritas50107/02/2010 10:08 AM
91Check out this video of Linda Ronstadt in 1970. While watching it think of her sveritas50104/28/2010 02:58 PM
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
Copyright © 1995-2014 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.