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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.10+0.4%9:40 AM EST

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To: slacker711 who wrote (12430)6/16/2000 10:58:00 AM
From: foundation  Read Replies (1) of 13582
 
((("Qualcomm Senior VP in Korea....comments on royalty rates.")))

The royalty issue, one of the primary QCOM "liabilities" noted by its enemies, may well become a primary advantage as this story plays out.

The number of companies trying to get a piece of the (W)CDMA IP pie reminds me of fitting as many circus clowns as possible into a small car.

Bottom line - (W)CDMA will be more expensive and confusing to license. Leaving QCOM out of the picture for the moment, let's also expect litigation between remaining parties. DoMo and Europe will surly butt heads as concept grows closer to reality. Just think! 20-30 vested parties chewing at each other's ankles.

And no final move can be made without an accord with QCOM.

Love it.

regards,
blg
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