| To: henry8 who wrote (52) | 8/9/2009 1:03:16 PM | | From: henry8 | | | | What amazes me (and should amaze any impartial observer) is how there has not been a scintilla of criticism of Paul Jacobs and the rest of Qualcomm management in the media for not preventing Ericsson from acquiring Nortel's CDMA assets.
Naturally, there is a reluctance to criticize Paul Jacobs because the Jacobs family drove the development of CDMA. But this decision to do nothing about Nortel's CDMA assets jeopardizes all the work done on CDMA. When Nortel was still around at least there was one strong, independent CDMA infrastructure supporter in the marketplace. Now there are none. This is a real turning point for CDMA.
I can't even imagine how Ericsson management is feeling about this acquisition. |
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| To: henry8 who wrote (47) | 8/9/2009 1:21:12 PM | | From: im a survivor | | | | If you could not understand my reply to your post then I have to question why, as it was rather simple to understand......Dude, I really dont care what your agenda is, but it is quite obvious that you have one...too bad you do not wish to disclose as this. By not doing so, everything you say can and should be considered as horse crap...
<<Huh?>> |
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| To: henry8 who wrote (53) | 8/9/2009 1:31:54 PM | | From: im a survivor | | | | There has been plenty of criticism of both Jacobs and junior....You are just too busy wandering around aimlessly with some odd agenda that screams very loudly at anybody who reads your posts.....I for one will keep watching your posts for a good laugh when I have the time, and I look forward to QCOM moving up and putting a serious hurting on your short position.......QCOM is one of the best company's to own.....I hope you short it even more.....You'll get what you deserve, imo....substantial losses.....But, sorta sounds like you already have some substantial loss on qcom....Ready for some more?
LMAO...So, you are claiming to be an impartial observer?
Thanks for the laugh...LMAOAYIA
<<What amazes me (and should amaze any impartial observer) is how there has not been a scintilla of criticism of Paul Jacobs >> |
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| To: henry8 who wrote (50) | 8/10/2009 7:45:20 AM | | From: manning18 | | | | | Gheez, how long have you been the "wireless world" the GSM world has "packaged" W-CDMA into "their world" for sometime now. Ever heard of UTMS? GSM wasn't going to be data competitive without a network change and that change was to W-CDMA/UTMS...this allowed GSM providers the ability to be competitive with existing CDMA providers (who had faster data networks. CDMA has done and continues to do very well...otherwise why would Nokia sign a 15 year deal with Qualcomm? On the forfront Qualcomm is very much involve with 4G.....you know LTE? |
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| To: henry8 who wrote (57) | 8/10/2009 10:47:07 AM | | From: manning18 | | | | | Don't think so....you need to wake up and smell the coffee..you're living in the past. Just curious, do you know anything about OFDM? If so, please explain. |
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| To: henry8 who wrote (57) | 8/11/2009 11:38:18 AM | | From: henry8 | | | | 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? |
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| To: henry8 who wrote (59) | 8/11/2009 12:53:01 PM | | From: Eric L | | | | 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 - |
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| From: Eric L | 8/11/2009 5:12:47 PM | | | | | | Qualcomm's 2nd CEO -- Paul Jacobs
>> Dr. Paul Jacobs, Chairman and CEO, Qualcomm
Telecoms.com
August 10, 2009
tinyurl.com
Having taken over from his father Irwin at the family firm, Paul Jacobs now presides over an intellectual property portfolio that comprises well in excess of 10,000 US patents related to wireless technologies, which are licensed by 165 other companies within the industry. Through the firm’s QCT (Qualcomm CDMA Technologies) arm, meanwhile, he oversees the largest wireless chipset production house in the business.
Not an awful lot happens in the wireless industry that doesn’t have a trace of Qualcomm in it somewhere. Even when it is claimed that the Qualcomm fingerprint is absent, the firm’s influence is still apparent. Development of the home-grown Chinese TD-SCDMA standard was motivated by a desire to avoid royalty payments and it may yet turn out to be nothing much more than a costly mistake.
Under Jacobs Jr. Qualcomm has managed to bring to a close many of the long-running lawsuits that characterised its past participation in the mobile industry, and has become more widely accepted by a community that was once in large part hostile towards the Californian firm. Close collaboration throughout the organisation with Nokia—once a sworn enemy—is now a stated aim of his tenure, and it has been suggested that a similarly rejuvenated relationship with Broadcom could also be possible.
Jacobs will now be keen to maintain the relevance of his IPR portfolio as the industry moves towards LTE; and the company claims to have a substantial number of relevant patents, collected through acquisition as well as R&D. He is also known to be keen to avoid layoffs, despite the downturn, in order to keep R&D functioning at the usual levels. Expect Jacobs to keep the firm directed at its new smartbooks venture, the industry app store bandwagon and healthcare technology, as well as existing projects. ###
- Eric - |
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