On WiMax, Intel and Motorola both push it hard, partly because they don’t benefit much from existing technologies (from infrastructure side for Motorola). Its core technologies is similar to OFDM, and Qualcomm bought OFDM pioneer Flarion, so Qualcomm should be a player too if WiMax takes off. The “if” is big — even though WiMax itself is a good technology, standards are not firm yet, especially for the roaming part. So by the time that standards get set and the whole value chain (devices, infrastructure, etc) gets established, CDMA EV-DO RevA and HSDPA would have been widely deployed. So WiMax will more likely be supplemental to the existing wireless infrastructure, likely providing high speed data access for hot spots.
It’ll be interesting if NOK rehires here… I assume that they will always want to have some R&D people close to Qualcomm?