Khemara--great article--note especially: "instead of complex politicking, QCOM has just gone out and done it". I think that speaks volumes about their future. Others don't "do it" because, in large part, they don't have the engineering to make it work, no matter their expertise in non-wireless or other areas of wireless. Also, I think the pessimism over their potential WCDMA market share provides one of the really strong "investable opportunities" at the current time. I'm no expert but based on the results to date, do they not have a significant lead in chips that actually work? That is where the rubber meets the road.
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