Qualcomm - Titanic of the wireless industry?

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Qualcomm - Titanic of the wireless industry?

An SI Board Since July 2009

Posts	SubjectMarks	Bans	Symbol
116	9	0	QCOM

Emcee: henry8	Type: Unmoderated

Introduction Market Data Compact

When Qualcomm and CDMA first appeared on the world scene both were hailed as the future of the wireless industry. Today, though, CDMA still lags GSM in the number of subscribers with CDMA having 480 million subscribers while GSM has 3.8 billion. CDMA also saw subscriber growth of only 29 million people the year ending March 2009. Most recently, Nortel, a key major CDMA infrastructure supplier, has declared bankruptcy and sold its CDMA assets to Ericsson, at one time the arch enemy of CDMA. With the exit of Nortel from the CDMA infrastructure market, the major CDMA infrastructure companies remaining are Ericsson, Alcatel-Lucent and Motorola. Will Qualcomm and CDMA be able to survive with only these infrastructure suppliers? Will the Chinese infrastructure companies be able to substitute for Nortel? Will Ericsson's and Alcatel-Lucent's heavy dependence on GSM prejudice their product development and marketing? And what about Nokia? Will Nokia assist in the migration to 3G CDMA or will it try to protect its installed base of 3.8 billion GSM subscribers?

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Reply	Message Preview	From	Posted
116	Speaking of the Titanic, anyone remember Bernie Ebbers and Worldcom? Some highl	veritas501	1/6/2013
115	"It seems you prefer to be an umpire though." What would you have peo	veritas501	12/7/2012
114	Wow you are very concerned with QCOM and Mirasol! I think QCOM did pretty well	CrackheadBob	11/7/2012
113	Well, after another 8 months of diligent searching, I've found a Mirasol han	veritas501	10/29/2012
112	If people are wondering the reason for my absence, it's because I've bee	veritas501	2/1/2012
111	Here is another acorn: From FastCompany: Qualcomm to Spend $2 Billion on E-ink	veritas501	6/6/2011
110	Hilarious.	veritas501	6/6/2011
109	Enjoy your feast of sour grapes. Even a stopped clock is right more often than y	JeffreyHF	6/6/2011
108	<b>Mirasol, Mirasol, where art thou?</b> From Wired Magazine: Blac	veritas501	6/6/2011
107	Well, the CDG has finally come clean on CDMA subscriber figures. The year over	veritas501	6/5/2011
106	Nokia Siemens has completed the acquisition of Motorola's wireless infrastru	veritas501	5/1/2011
105	It's illustrative of Qualcomm's "other people's property is Qua	veritas501	3/23/2011
104	Why don't you add up all the CDMA2000, WCDMA, and TD-SCDMA subscribers world	JeffreyHF	3/20/2011
103	So, when is Qualcomm going to deliver that one billion of CDMA subscribers?	veritas501	2/22/2011
102	Nice grub, Blimmer, and the most intelligent post on this pathetic thread, to da	JeffreyHF	2/22/2011
101	You are a brave man, blimfark.	veritas501	2/22/2011
100	Hello.	blimfark	2/22/2011
99	If someone has something to say to me, they can say it right here. Don't be	veritas501	2/22/2011
98	I see the lemmings are bidding up QCOM -- again. Curious as to the source of th	veritas501	2/22/2011
97	The CDG released 3Q figures for 2010. No surprises. Latin America continues to	veritas501	2/16/2011
96	Hey! When is the CDG going to publish the CDMA subscriber figures for the 3rd q	veritas501	1/30/2011
95	What did I say? CDG released the latest CDMA subscriber figures as of June 2010	veritas501	10/22/2010
94	I thought this would be of interest since Ericsson is one of the largest CDMA in	veritas501	7/23/2010
93	Final nail in the coffin? Not that Motorola liked Qualcomm anyway <b>Moto	veritas501	7/18/2010
92	What happened? QCOM stock sinking like a stone. Destination: $10/share	veritas501	7/2/2010

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