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

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: JMD who wrote (519)	7/10/2000 9:15:43 AM
From: JohnG	of 197625

JMD. Take a crack. Apparently, several Korean companies that were building GSM pnones were not being forced to pay the apx 15% royalties to the Europeans. Recently, the Europeans finished enforcing thie rate against 1 Korean GSM phone manufacturer an another one expects that it will be the next target. It is my impression that they are making many GSM phones in Korea --perhaps more than CDMA. My guess is that the Europeans are holding out GSM royalty concessions to the Koreans if they abandon QCOM's CDMA for 3G licenses. This is HArd Ball at its best. It appears to me that the two obvious counters are 1) QCOM press NOK on an agreement now or they'll pay GSM like royalties, 2) Evolve rapidly to 1x MC 3G and with operating 3G systems, expose the fraud by proving that 1X MC does what we think it does, 3) The us Gvt force the Europeans to alow a level playing field by blessing QCOM's CDMA fr Europe. Thus, you can see that Jacobs is on target when he says that the best thing for QCOM is to evolve to 3G ASAP. JohnG

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