Qualcomm - Titanic of the wireless industry?

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Technology Stocks Qualcomm - Titanic of the wireless industry?

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From: veritas501	7/18/2010 7:11:18 PM
	of 116

Final nail in the coffin? Not that Motorola liked Qualcomm anyway Motorola Said Near Sale of Network Unit to Nokia Siemens for $1.3 Billion bloomberg.com

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From: veritas501	7/23/2010 8:07:21 AM
	of 116

I thought this would be of interest since Ericsson is one of the largest CDMA infrastructure suppliers: Ericsson Misses Estimates as Global Network Sales Decline bloomberg.com - "Revenue dropped 8 percent to 48 billion kronor, missing the 50.8 billion-kronor average estimate of 30 analysts." - "Ericsson’s equipment business suffered as operators held back on spending and merged networks to cut costs. The unit’s sales declined 12 percent, with revenue in India, China and southeast Asia falling the most." Gee, Ericsson is declining, Nokia acquired Motorola's network business, what next?

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From: veritas501	10/22/2010 3:35:20 PM
	of 116

What did I say? CDG released the latest CDMA subscriber figures as of June 2010. Latin America has declined AGAIN to 32.8 million subscribers from a peak of 70.4 million subscribers. Africa also declined by one million subscribers. Good thing for China. cdg.org

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From: veritas501	1/30/2011 2:15:35 PM
	of 116

Hey! When is the CDG going to publish the CDMA subscriber figures for the 3rd quarter of 2010? It's almost 7 months since the end of the 3rd quarter and still there are no subscriber figures.

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To: veritas501 who wrote (96)	2/17/2011 12:11:42 AM
From: veritas501	of 116

The CDG released 3Q figures for 2010. No surprises. Latin America continues to decline. Something new: Africa declined as well. cdg.org

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From: veritas501	2/22/2011 1:21:39 PM
	of 116

I see the lemmings are bidding up QCOM -- again. Curious as to the source of this new bullishness, I asked myself: could it be CDMA subscriber growth has a turned a corner? After all, for Qualcomm to have increasing earnings year after year after year, there have to be more and more CDMA subscribers added EVERY YEAR. Otherwise, even with the replacement market, QCOM earnings will struggle to meet expectations. Here are the annual increases in CDMA subscribers since September 2000: 9/00 - 9/01: 32 million 9/01 - 9/02: 31.5 9/02 - 9/03: 39 9/03 - 9/04: 52.5 9/04 - 9/05: 59 9/05 - 9/06: 68 9/06 - 9/07: 67.5 9/07 - 9/08: 53.5 9/08 - 9/09: 36 9/09 - 9/10: 53.5 Wow! Could it be true that CDMA subscriber growth reached a maximum in the period 9/05 to 9/06?? Gee, usually when more networks are deployed, subscriber growth takes off. But not here. Hmmmmmm.

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From: veritas501	2/22/2011 2:20:56 PM
	of 116

If someone has something to say to me, they can say it right here. Don't be scared.

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To: veritas501 who wrote (99)	2/22/2011 3:04:11 PM
From: blimfark	of 116

Hello.

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To: blimfark who wrote (100)	2/22/2011 3:34:11 PM
From: veritas501	of 116

You are a brave man, blimfark.

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To: blimfark who wrote (100)	2/22/2011 5:34:58 PM
From: JeffreyHF	of 116

Nice grub, Blimmer, and the most intelligent post on this pathetic thread, to date.

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