Now it looks like the pie is going to have a significant portion of WCDMA in it, and the investment community has not developed a comfortable consensus on what that means. That's why we're seeing the fluctuation. |
Qualcomm will still get royalties, because they have key intellectual property rights for using CDMA in mobile telephony, ... What is a little more at risk is what it means for Qualcomm in terms of their chipset business. |
Qualcomm will still get royalties, because they have key intellectual property rights for using CDMA in mobile telephony. What is a little more at risk is what it means for Qualcomm in terms of their chipset business. |
Qualcomm's strength was in selling chipsets into its own technology, ... Inasmuch as China does not, on a dominant scale, deploy Qualcomm's technology, the prospects for their chip business are changed. |
Qualcomm's strength was in selling chipsets into its own technology. Inasmuch as China does not, on a dominant scale, deploy Qualcomm's technology, the prospects for their chip business are changed. |
The basic opportunity ... is to truly establish American policy toward Vietnam in a normal situation. |
The cooperation in the fullest possible accounting is excellent and we need to give the Vietnamese credit for having stayed the course on that, |
The flow of traffic is easier. It shows well. |
The interesting thing there, though, is that they did cut back on sales of lower margin phones. That helped them get the higher operating margin, but it did cost them some revenue. |
The thing we're going to want to know is where do unit sales go moving forward, ... We'd like to see plans for unit growth to continue along with margin growth. |
They showed some improvement on operating margins in handsets, which is what everybody was looking at, |
They showed some improvement on operating margins in handsets, which is what everybody was looking at. |
This is still a work in progress. Any changes will require a change in people's paradigms. This is just the first step. |
This today was a real step and what I felt is a maturity in this relationship, |
We could see the potential of this [1X] really becoming much hotter and more mainstream issue, which would have some positive impact on the stock, |