Technology Stocks: Qualcomm - Titanic of the wireless industry?  
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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?
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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
90Richard Nixon told the Director of the FBI Patrick Gray in front of his senior averitas50104/26/2010 03:01 AM
89Richard Nixon, in one of the conversations about Watergate in the Oval Office, iveritas50104/24/2010 11:57 PM
88Here's a word from Qualcomm's patron saint:  veritas50104/23/2010 07:48 AM
87What company should people look to for an indication of QCOM's future? Ericsveritas50104/23/2010 07:08 AM
86Every individual has to decide for themselves whether an investment in Qualcomm veritas50104/22/2010 03:35 AM
85Having fun playing with yourself in public? JeffreyHF04/12/2010 04:40 PM
84Hey, Qualcomm, why don't you buy me this house? $20 million should be no proveritas50104/12/2010 10:37 AM
83The CDG came out with the subscriber data for 2009. Drum roll please: still no bveritas50104/11/2010 02:44 AM
82The people who should be really worried are not the stockholders. The people whoveritas50102/10/2010 06:13 PM
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