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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.96+1.4%Nov 11 3:59 PM EST
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To: Boplicity who wrote (65411)1/31/2000 6:03:00 PM
From: MileHigh  Read Replies (1) of 152472
 
Greg,

Also, even though I am not trying so sound like a bear, we need to know what kind of deal Q strikes with China in terms of royalty payments. Dr J has made it abundantly clear that China's initial demands have been too great (requesting lower royalty agreement) and that they were trying to work through this.

Also, an article today mentioned that Dr J does not want to cut China a deal because then Korea and Japan will want the same one (do you blame them?!)

So, have they lowered their overall royalty rate to get a bigger slice of the Asian pie? Or, have they sold China on the higher royalty rate?

We don't know yet, but I still think it is a big positive.

"Supply creates its own Demand" ~ Say's Law

MileHigh
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