Doubt demand overall from 3G will be an issue. Demand for 3g is pretty strong overseas. U.S. is actually behind when it comes to mobile technology adoption.
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You make a good point about the overseas market. But would the production and research not shift overseas also?
How much extra per month do you think that subscribers should pay for 3G.
A family of 4 now easily has a $200/mo wireless bill. Phones now come with all the features as the carriers try to push the services onto subscribers. But they have subsidize the handsets. I have doubts they can generate enough incremental revenue in the next few years.
I don’t doubt that 3G will make it…. but slow roll-out is the smart thing to do. That’s why I think that T-Mobile USA will come out ahead in this race (by being slow).
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Depends on where you are on the food chain. Manufacturing and commoditized things like handsets/infrastructure…Yes…
R&D, cutting edge stuff, nope. Consider it more like having multiple sites doing concurrent development. The key is to figure out which company is where on the food chain. Not surprised NT went under. They made a lot of bad decisions. Expecting ALU to go under any day too, most of the good people from former Bell Labs long ago left. Sad…
I’m sure QC and Brcm will around for some time.
Mot is iffy. The new co-ceo (ex-prez from QC QCT) made in interesting move. He wanted to be CEOi guess. My speculation (not based on rumors or anything, just my opinion) is no doubt with the QC settlement with Nokia, there probably won’t be no need for a Qcom spinoff of QCT, which means he’s never gonna be CEO of QC…since the that will stay within the jacob family my guess.
Hence, why I suspect he went to MOT. And for him, it’s a pretty sweet deal. He’s gets to be CEO of MOT once MOT spins-off the cell biz..And if MOT doesn’t spinoff the cell biz, he gets a golden parachute for it. He can’t lose.
The question is will QC or Brcm or any company for that matter be successful at anything beyond what they were originally good at.
I haven’t seen much marketshare from QC’s push into applications market.. Brew, mediaflo,etc. Not sure how those units are doing. I would suspect in a downturn, those things would be the first to get cut if needed, and a company focuses on what they are good at. Fortunately, it seems QC is still going pretty strong (for now).
