| 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 - |
| | Qualcomm - Titanic of the wireless industry? | Stock Discussion ForumsShare | KeepReplyMark as Last Read |
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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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| To: Eric L who wrote (62) | 8/11/2009 5:38:10 PM | | From: henry8 | | | | | How about that? The long-time and devoted shill for Nokia and the GSM industry is now an admirer of Paul Jacobs. |
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| To: henry8 who wrote (63) | 8/11/2009 6:39:09 PM | | From: Eric L | | | | Im search of Sancho Panza ...
8ball, (fka 'lHubbber' freeloading again on SI and hiding behind SI anonymity while continuing to spout unsupported inanities)
<< How about that? The long-time and devoted shill for Nokia and the GSM industry is now an admirer of Paul Jacobs. >>
How about that?
Are you still seeking a Sancho Panza to support your whackaddoodle premises?
None seems to have emerged.
Prosperous Investing,
- Eric - |
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| To: henry8 who wrote (61) | 8/12/2009 6:24:16 PM | | From: henry8 | | | | Now that Paul Jacobs has given the green light to Ericsson to acquire Nortel's CDMA assets, the question is how soon will CDMA subscribers begin to decline? And when they do, will Paul Jacobs still keep his job? After all, his own father when CEO said in 2000 that CDMA would be the predominant technology of subscribers signed up after the one billion mark, and his handpicked successor is still CEO. I mean, if Paul Jacobs is still CEO after such a gross mistake, it should be no problem for him to stay when CDMA subscribers begin to decline.
Maybe CDMA operators should cut their losses now, and get out of CDMA, into GSM. I'm not a proponent of GSM technology, but at least GSM vendors stand by their customers, unlike Qualcomm. |
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| To: henry8 who wrote (65) | 8/16/2009 8:34:41 PM | | From: manning18 | | | | | I guess you're truely a loser on the compenants of GSM truely incompesses...oh and by the way have you seen the China announcement? 5 million W-CDMA Apple Iphones...hum...CDMA is surely dieing away..LMAO |
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| To: manning18 who wrote (66) | 8/16/2009 10:25:13 PM | | From: henry8 | | | | China Unicom has denied purchasing 5 million W-CDMA iPhones.
You wouldn't be trying to hype Qualcomm to keep the stock price up, would you? |
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| To: henry8 who wrote (67) | 8/17/2009 11:49:32 AM | | From: im a survivor | | | | You wouldn't be trying to bash qcom and post 10 year old information as well as information that is known to be false in an attempt to help your short position or whatever hidden negative agenda you refuse to be honest about? The reason your agenda is hidden is many have asked and you refused to answer......So, you have some agenda you refuse to be honest about and you post false information as well as information from the stone ages, as you bash qcom repeatedly. Seems pretty clear to me what is going on here.....Have a nice day.....
<<You wouldn't be trying to hype Qualcomm to keep the stock price up, would you?>> |
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