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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Mike Buckley who wrote (28146)7/17/2000 10:03:42 PM
From: Eric L  Read Replies (1) of 54805
 
Mike,

<< I didn't catch Cha2's comment, but the carrier makes payments directly or indirectly by virtue of the infrastructure equipment it purchases. >>

I caught Cha2's comment. He is right, as you are.

One thing that is not mentioned here often however is that the carrier NTT DoCoMo WILL receive royalties on W-CDMA as will other Japanese infra and handset manufacturers. This offsets payments they make. Qualcomm gets paid on W-CDMA, but so do others. All part of the combat in this trillion $ game.

- Eric -
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