Qualcomm - Titanic of the wireless industry? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm - Titanic of the wireless industry?

QCOM 151.62

-0.3%

3:34 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: henry8 who wrote (59)	8/11/2009 12:53:01 PM
From: Eric L	of 116

The Hot Air Balloon Board's IQ Test ... Henri, << Here is a one question IQ test for all Qualcomm supporters. Is Ericsson's acquisition of Nortel's CDMA assets good or bad for Qualcomm? >> It's great. I'm reasonably sure the CDMA2000 network operators in North America applaud it. There's no resurrecting CDMA in the lower continent of the Western Hemisphere where it is already burnt toast. Ericsson is largest and most influential mobile wireless network infrastructure provider in the world, and the largest supplier of cdma-based 3G infrastructure. Unlike Nokia who made the original stalking horse bid for those assets, they have a rich heritage of support for ANSI-41 based networks in the Americas. On the network services side of their business they were already scheduled to manage the day-to-day operations and maintenance of the Sprint Nextel networks. Individuals suffering from acute Nokiaphobia should certainly applaud the deal because it's a setback for NSN who was looking to expand its North American presence. With Nortel's CDMA assets in Ericsson's capable hands we'll likely see resumption of deferred expansion and possibly upgrades to North American CDMA2000 networks. Nortel's CDMA carrier division was their single remaining cash cow and Ericsson bought it to milk it, not to kill it. With LTE/SAE/IMS on the horizon, and Nortel's LTE assets included in the deal, and with Verizon being an very early pre-standard LTE adopter, Qualcomm's and Ericsson's next gen network plans mesh up nicely and provide ample reason for partnering. As for IQ tests, I've always thought they should be administered to gildered and disgruntled virtual holy warriors with distorted vision who play the game with half a deck -- possibly thinking they are playing Euchre rather than investing. Prosperous Investing, - Eric -

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next