The WiFi Weblog published the interview with Standard & Poor’t analyst Kenneth Leon talking about the wireless industry, strong players in it and ways to invest. Interesting point:
Our top recommendation is Qualcomm (QCOM), which is the market leader for CDMA technology. This is the only company that enjoys pricing power in the industry. The company is well positioned with its intellectual property on CDMA, for which it gets paid royalties on chipsets and handsets that are shipped around the world.
