Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 147.19

-3.6%

Feb 3 3:59 PM EST

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To: limtex who wrote (86293)	11/5/2000 5:10:09 PM
From: JohnG	Read Replies (3) of 152472

Limtex, Since you are articulating various well worn conjectures that most of us know to be true, here is a new one. I propose that China has finally bought into QCOM's CDMA big time. Appearantly they are to have sone IPR in the final specifications. Because the Chinese are not the most trusting of people, having been shafted by various countries more than a few times, I propose that they are pissed by whatever sales pitch they received on GPRS and W-CDMA that turned out to be untrue -- according to their own manufacturers who worked with QCOM.They realize that they almost made a big mistake. I propose that because China needa a dual mode (GSM/CDMA) ASIC from QCOM that they are pressing the Europeans to come to terms with QCOM on GSM IPR and technology. I propose that the recent mandate that foreign phone manufacturers export 1/2 of the phones made inside China and that 50% of the content of those phones be of Chinese origin (thus accomplishing a neutral to positive trade balance effect) is their heavy handed way of making this point. just a conjecture JohnG

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