Qualcomm Inc (QCOM)

[Eric]

Qualcomm Competition for Windows Phone (ST-Ericsson) ...

... maybe, but it's a not unexpected possibility, as I pointed out in the prior post.

>> ST-Ericsson: Ready on WP7 When Nokia Is (Rpt Corrected -- Official)

Tarmo Virki
Reuters
Barcelona, February 17 2011

http://www.reuters.com/article/2011/02/17/mobile-fair-stericsson-idUSLDE71G1PH20110217

ST-Ericsson is focusing strongly on Microsoft's platform to deliver chips and will be ready when Nokia (NOK1V.HE) ramps up production of new Windows Phones, the chief executive of the mobile chip venture said.

Nokia announced last Friday it would partner with Microsoft and would adopt Windows Phone software across its smartphones, replacing its home-grown platform.

So far Microsoft has allowed use of its software only on Qualcomm's chipsets, but ST-Ericsson Chief Executive Gilles Delfassy said that was due to change.

"We expect this situation will not prevail. Now everything has changed. The environment is different," he told Reuters in an interview, adding the company had already increased its focus on the Windows Phone platform.

"We will be ready when Nokia ramps big volumes," he said.

The joint venture between Sweden's Ericsson and STMicroelectronics of France is a key supplier to Nokia, Sony Ericsson and Samsung, and Delfassy said more major customers were to be announced later this year. ###

- Eric -