Qualcomm - Titanic of the wireless industry?

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Technology Stocks Qualcomm - Titanic of the wireless industry?

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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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From: veritas501	2/22/2011 5:48:03 PM
	of 116

So, when is Qualcomm going to deliver that one billion of CDMA subscribers?

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To: veritas501 who wrote (103)	3/20/2011 10:58:44 AM
From: JeffreyHF	of 116

Why don't you add up all the CDMA2000, WCDMA, and TD-SCDMA subscribers worldwide, and tell us how many CDMA subs there already are?

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From: veritas501	3/23/2011 10:51:25 AM
	of 116

It's illustrative of Qualcomm's "other people's property is Qualcomm's property" attitude that people are posting entire articles to the other Qualcomm forums. Maybe posters should show the same respect for other people's property that Qualcomm demands for its own. Gee, what a radical thought!!!

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From: veritas501	5/1/2011 3:51:08 PM
	of 116

Nokia Siemens has completed the acquisition of Motorola's wireless infrastructure business. Now, all the major CDMA infrastructure manufacturers are in European hands: Nortel is part of Ericsson; Motorola is part of Nokia Siemens; Lucent is part of Alcatel-Lucent. I also noticed the CDG still hasn't published the subscriber numbers for the 4th quarter of 2010. Gee, it's May 1, I wonder why they're not available since CDMA is, like everyone knows, growing gangbusters.

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From: veritas501	6/5/2011 6:18:03 PM
	of 116

Well, the CDG has finally come clean on CDMA subscriber figures. The year over year increase in CDMA subscribers is 9.28% or 49 million. Latin America declined again. North America increased by just 9.5 million subscribers, the smallest increase since December 1997. Africa declined too. cdg.org Here's the question: When does optimism turn into fraud?

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