QCOM most probably just won the CDMA chipset game as NOK and Sanyo announced to merge their respective CDMA handsets businesses into a joint-venture. NOK/Sanyo JV would hold the #2 position in CDMA handsets after LG, putting Samsung in #3 position. This could be the last nail in coffin for the non-QCOM CDMA chipset consortium. NOK will most probably end up utilizing QCOM part as is the case with

I haven' t posted in a while since I have not found anything worthwhile to discuss. There was the OFC last week, which got Cramer's blood pumping and so did all the optics stocks. Even the ones that have nothing to do with enterprise strength seen by FNSR. What does AVNX has that is similar to FNSR product portfolio is beyond me and I have been covering optics before optics were hot (literally).

Stephen Roach tries to put 2005 behind him, Dr. Hussman shares some thoughts on 2006 and Jim Willie is, as usual, mad as hell.

Here is the January Economic Outlook, "Mission Accomplished.

Paul thinks we get to 4.5% FFR on 1/31 and the Bernanke cuts will begin in September.

Financial Sense has put up an interesting discussion between Dr. Doom and Louis Vincent Gave on the outlook for 2006 and beyond. As you might expect, their disagreements center on the health of the U.S. economy.