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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: JH who wrote (25349)	5/25/2000 11:54:00 AM
From: gdichaz	Read Replies (1) of 54805

John C. Hsu: Re Qualcomm and this thread. The best source of information on CDMA and Qualcomm (the most concentrated, comprehensive and up to date) is on the SI Qualcomm threads themselves - by definition. Tastes differ on which one to follow, but for starters you might try this link: Subject 29581 Your view from Hong Kong is particularly interesting since neither CDMA nor Qualcomm are as well known nor entrenched there (or in surrounding areas) as GSM. Therefore the general view is probably more GSM oriented. Curious when you expect 3rd gen to begin to be used commercially in Hong Kong or elsewhere in Asia. Qualcomm is very clear that any use of CDMA (or HDR) regardless of flavor will require royalty payments to Qualcomm. If so, Qualcomm will rake in royalties in China as the 3rd gen is installed from the suppliers of equipment to the major telcom mobile operators (including both China Telecom and China Unicom) regardless of whether the base has been GSM or CDMA. In other words, in royalty terms, it makes no difference to Qualcomm what flavor of CDMA is used in the 3rd gen. Can you cite any evidence to the contrary? Best. Cha2

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