Replies to post #17174 on Qualcomm Inc (QCOM)

[Bored Observer]

Thanks alanrs.

I have already said that WCDMA has very good technological features and will live a long and prosperous life, but the margin game behind it will be very different from what QCOM has used to have in their CDMA world.

Readjustment for QCOM price is most probably going to happen, and I do not think we've seen the last of it with the current -10% yet. What happens in India and amongst other CDMA operators will plot the near-term course.

And Uncle Ben is prominently involved as well :)

The only reason I started posting was due to all of the glossing-over comments claiming that NOKs departure from CDMA does not matter: when the largest player in handset business says loud no to something, the markets will take note.

I'm off to a well deserved holiday soon, so unless provoked by another barrage of name calling and subsequent poor argumentation, I shut up for now...

Good luck with your investments.