Long term the big q will be down. Sprint is on it’s last legs, and verizon is moving over to gsm.
Just saying.
PadreBrian,
I wouldn’t be so sure about that. Check the Qualcomm news coming out of China. China telecoms have more subscribers per month than Verizon or Sprint have per year. Emerging markets is a big deal — the US market is very cheap when it comes to cell phones and look for high subsidies. Emerging markets (especially MEA region) lack infrastructure which makes mobile phones a great thing particularly for mobile broadband.
If Qualcomm secures more deals in countries like China, Africa and Pakistan I’d venture to say they are going to be in this for the long haul.
Also, even if Verizon moves over to GSM, the infrastructure costs associated with this move will be big. I am sure Qualcomm has their own GSM solution that will meet anything other LTE offerings have.
