This is a positive industry outlook that is perhaps slightly above our 2006 estimates for infrastructure and devices.

Maybe this is just the beginning of it.

RIM (is) freeing themselves of all these contingent, legal liabilities and this black cloud that has been overhanging the stock.

I don’t think it has to go mass market to be successful.

What Nokia did the week before last makes it slightly easier for Qualcomm to be more enforcement-prone.

Analysts, me included, had left the door wide open for Nokia to raise the revenue outlook given how the dollar has strengthened. That expectation had been built into the stock.

What you have in Nokia is a company that is in the process of transitioning from a high double-digit earnings grower to becoming more of a value stock.

It’s going to be top-tier users.