"Where does QCOM stand in all this?"
QCOM holds almost every CDMA patent, they also have 90% of the CDMA chip market, at some point in time, i expect they will loose some percentage of the chip market, but they will still get royalties.
They also have the Brew Platform, where alps mfg have a fast track to the CDMA carriers.
Keep track of QCOM news,VZ,FON & KDDI news they are the leaders of CDMA, it will be hard for AWE (they are in trouble now) Cingular etc, to compete until they launch WCDMA and the Feds haven't even alloted the spectrum space for WCDMA yet. They will have to move some millitary, air traffic controls etc. to make room for the WCDMA spectrum and they will incorporate those moving expenses into the WCDMA spectrum bids = EXPENSIVE mega bucks for WCDMA spectrum. and even then CDMA carriers can still make a profit below WCDMA carriers costs.
QCOM is not a super growth stock anymore, i put them in the same class as MSFT,INTC,TXN just bellweathers that will make you $$$$ year over year, I just consider those 4 as bank accounts that pay a high interest rate.
PS, with Bushs new Medicare Perscription Bill, from my understanding, the Pharmaceutical Industries lobbying just paid off big time. The Vets and Feds, can negotiate prices from the Pharms. But under this new bill, Medicare will not be able to negotiate prices, leaving the Pharms to charge whatever price they want to.
Do you have any ideas on which Pharms, would benefit the most from this bill, should be a bumper crop of profit for some????? Which Ones????
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