Qualcomm Moderated Thread - please read rules before posting Message Board

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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.66

+1.6%

3:06 PM EST

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To: DWB who wrote (5223)	12/4/2000 3:37:04 PM
From: Keith Feral	of 197081

I don't think it's a stretch for QCOM to keep up with the growth of cdma2000 for the next 12 - 24 months. However, in month 13, you have to start delivering WCDMA chipsets in Euopre, Japan, Korea, China, India, etc... At some point, there has to be some consideration of Nokia's interests as they convert their GSM networks to WCDMA. Nokia has maintained that it is essential for them to maintain their relationship with TI. If the only thing that Qualcomm had to concede was the royalty on the $35 ASIC, that is a huge sigh of relief. QCOM will still get the royalty on the selling price of the handset or the base station.

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