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<< I agree with your reasoning, but the question that immediately strikes me is: if there was such a killer app/advantage, why wouldn't QCOM come out with it now? >>

Well, 3G isn't here yet, and the infrastructure that would allow those services isn't in place perhaps we'll have to wait? Really, I look for Q's development of 3G CDMA and/or W-CDMA chipsets to be an on-going process...I can just foresee Q locking-in members of the value chain by adding proprietary applications to its chipsets that they just gotta' have to be competitive in their respective businesses. This sort of cutting edge product differentiation is what can logically be foreseen from the leader in any particular space, and QCOM is clearly the leader in CDMA chip design.

Regarding W-CDMA, again, there is no evidence to my mind that anyone owns or controls it, other than QCOM itself, by virtue of its "ownership" of CDMA. So, I don't feel that QCOM is competing with anyone in that respect. From the action in the Market of late, the message that CDMA2000 is the fastest and most effective path to take to 3G may be starting to gain traction. How nice to have Q keeping my portfolio afloat on days like this! ;)


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