Qualcomm Inc (QCOM)

[Raglanroadie]

I wonder what NOK's and LG's ROI hurdles are? I have to think that the much vaunted NOK supply chain combined with the chips LG will be using could have resulted in cheaper phones to the consumer. That is who NOK cares about right? So if NOK the ugly girl gets an honorable mention at the prom and therefore not the lowest cost producer honor how will they capture good margins in the $200 smart phone market? It's probably a good thing there is no 3GSM competition here. I have to think the cost advantage at the low end scaled up still leaves NOK on the short end.

With Q finally delivering on the promise of 3G both at cost and HSDPA functinality might those European carriers complain of downstream harm in the event of an injuction? If injunctions are removed and NOK can't compete where will that leave them? Similar to GM I think. In that event it would serve them well to continue paying at the previous rate in case a diminished future position cannot afford the bill for past sales. MOT going with Q, MOT going with TXN, MOT staying with Freescale, and NOK partially moving to Infineon tell me we may just see NOK emerge from all of this a chipset customer of Q's.