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Technology Stocks : Qualcomm - Titanic of the wireless industry?
QCOM 170.30-1.0%9:30 AM EST

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From: veritas5012/10/2010 6:13:26 PM
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The people who should be really worried are not the stockholders. The people who should be really worried are CDMA operators. Verizon Wireless alone invests $5 to $6 billion every year in their network. If CDMA subscribers start declining, CDMA operators will be in BIG trouble.

For the sake of a balanced discussion, I include the pro-Qualcomm response:

Nah, nah, nah, nah. Qualcomm owns CDMA patents so it will take over the world. It doesn't matter if CDMA subscribers start to fall; it doesn't matter if the stock price goes towards zero; it doesn't matter Nortel and Lucent don't exist anymore. Qualcomm invented CDMA so it's great no matter what happens. Nah, nah.
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