mSquare August 15th, 2007 at 3:11 pm
QCOM – may get cheaper. They picked just one too many fights – besides the royalty dispute with Broadcom, they fight with big customers who are unhappy like Nokia, Telcos by demanding more royalties and countries/EU etc. In India (the wireless market with most growth next few years), their biggest two customers (with CDMA) have been moving away – even the cost of building new GSM infrastructure! They also face more/new competition from likes of INTC with good WiMax ideas etc.
August 15th, 2007 at 3:11 pm
QCOM – may get cheaper. They picked just one too many fights – besides the royalty dispute with Broadcom, they fight with big customers who are unhappy like Nokia, Telcos by demanding more royalties and countries/EU etc. In India (the wireless market with most growth next few years), their biggest two customers (with CDMA) have been moving away – even the cost of building new GSM infrastructure! They also face more/new competition from likes of INTC with good WiMax ideas etc.