Replies to post #3034 on Qualcomm Inc (QCOM)

[carranza2]

The previous figure was $350 million, so this is very good news as QSI is the weakest part of the organization.

The Brazilian regulators' Vesper decision is curious. The Q had bought and paid for spectrum last September, I think, and it appears that Q's right to use it simply got yanked. Vesper was apparently not the best corporate citizen in Brazil as it allegedly exceeded its license to provide fixed wireless services, then got sued by other operators, and enjoined by the regulators from exceeding the license. Can't tell if this sin got it the severe punishment it later got, but not doubt it played some part in the regulators' decision--that, and simply being an American co.

Nokia had promised long ago to build a big factory in Brazil. Don't know if its plans went through.

[0nceinalifetime]

Rich, I noticed that you had called that one expertly. Good observation.

In general the part that struck me the hardest regarding the whole CC was their very conservative projections regarding WCDMA growth. I can tell they want WCDMA to take off in the worst way and yet feel they have strong indications that it won't happen anytime soon. It's effectively still shutting them out of the GSM market. They can't step in and compete with CDMA2000 and yet they also can't sell WCDMA yet, something's holding it up.

Very frustrating, I imagine. I guess patience is required.

Once