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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 173.58

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To: Ramsey Su who wrote (6577)	1/26/2001 12:52:22 PM
From: cfoe	Read Replies (1) of 196543

Ramsey - RE: Telson, NOK and 3G license When the NOK-Telson deal was first announced the same question was raised - could NOK use Telson to avoid making a 3G deal with QCOM? At that time, I called QCOM IR and asked that question and was told NO. In order to sell a 3G phone, NOK will need to be a 3G licensee, just like to make the phones Telson needs to be a licensee. On this latter point, I wrote yesterday (on the Buying Range thread I think) about a question that came up at the end of the CC. An analyst asked about shipments to "contract manufacturers." I thought it was a sly way to get at the Telson-NOK volume. Sulpizio answered with a sharp (I paraphrase) "We do not sell to contract manufacturers. We only sell to licensees." From the 1/22 NOK piece that Eric just posted it would seem we are getting closer to NOK signing if they are planning to play in the 1X game.

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