We have refined our appraisal of GSMGPRSEDGE versus WCDMA. The uptake of WCDMA is not likely to be as rapid as was once thought. It will show good growth, but there is still a lot of life left in GSM.
More Quotes from Lance Wilson:
This gives us a lot more confidence in knowing we can do things.Lance Wilson
Qualcomm has a very viable patent portfolio, and they are trying to extract the maximum amount of money out of it that they can while at the same time the licensees are looking to spend as little as possible for the right to use the patents. It is likely that what is going on is some business maneuvering going on both sides.
Lance Wilson
The realization that the Total Available Market (TAM) is decreasing is really starting to hit home with players in this market. Depending on their market position, companies will need to take a hard look at their commitment to remaining in this business. Indeed, some companies' very survival may depend on their ability to diversify to new sectors beyond wireless infrastructure.
Lance Wilson
All of these factors are defocusing for operators, and distract them from their core business of rolling out services, combating churn (turnover) and ensuring that they can attract high paying subscribers.
Lance Wilson
Deep down, that feeling is there. But you have to be ready for every game. If you want to run the table, every night is the same challenge.
Lance Wilson
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