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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 172.29-2.2%Dec 17 3:59 PM EST
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To: carranza2 who wrote (71141)4/24/2000 4:39:00 PM
From: 100cfm  Read Replies (1) of 152472
 
I certainly am not perturbed at Q making more money, I am perturbed at the possibility of Q making less money as was alluded to by Q's man in Japan. There was never any doubt that Q would be producing all cdma flavor asics until that statement saying that if DS is deployed they would be shut out of the asic business for japanese handsets which to me says we cannot make them.

Wanting a certain technology because you fell its better is one thing but to push it because you can't do the other is a different story. The scary part is they can't make it probably because they need IP from NOK and others. So now they think they can gain the upper hand by sitting on DS and letting NOK and co move first and come to Q for whatever essential patent they need. Thus you will end up with non Q
DS ASICS and Q getting an x percentage as a royalty, which is far less then if they were Q asics paying the others a trivial royalty. This is not good.

100
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