Vijay Nagarajan

Qualcomm Thrives Amidst the Dominant European Mobile Presence

I agree. If they sell the spectrum, then they will become a chipset/IP company. And that means they will be competing with leaders in both the WiMAX and LTE space (for which they seem to be base-station side solutions.) I think it is time to get my NextWave post out.

Qualcomm: Great Quarter, Great Execution

Aman,

Appreciate your note. I will be answering this question in greater detail over my next couple of posts on QCOM. Stay tuned!

In the meantime, you can look at my earlier coverage on Gobi on my site that should give you some idea. I think Gobi as a concept is a great initiative by QCOM. I have very initial guesstimate numbers in that piece based on some aggressive market share assumptions. I will perhaps refine this estimate in my next few articles based on the cc. Here is the link to my October 24, 2007 article.

wirelessanalyst.blogsp...

Vijay

Qualcomm Thrives Amidst the Dominant European Mobile Presence

GlobalMacro,

I do have some coverage on Nextwave dating back to June 2007 in my blog. You can check it out here -

wirelessanalyst.blogsp...

I will do an updated article sometime in the near future. You could leave your comments and specific questions on my site and I will try to answer them.

Vijay

Were Qualcomm's GSM Lawsuits Calculated?

I do not fault QCOM's legal strategy, not yet. My point was that if the company is confident of absorbing the downsides of these losses, this is not a bad strategy. But defending these patents in the light of earlier work from other companies is going to be an uphill battle.

Incidentally, my understanding is that earlier agreements with Nokia covering CDMA were contingent on QCOM dropping any claims on GSM. Read sramanamitra.com/2007/.../
for more color on this.

Are Analysts Misleading Investors on Qualcomm?

JGG, I think the point that was being made is that if QualComm's licensing model breaks (and as you say, by the amount of royalties paid), and if QualComm cannot increase its chipset market share (since Nokia is not its customer and is unlikely to be given the existing suppliers and the current legal situation), then perhaps the stock would not be as strong! Basically, the IP business will grow but the chipset business may stint and that is not good in the long run, esp. in 4G where the patent play is not as strong and the chipset market share will be the one to count.