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

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To: laodeng who wrote (6789)	2/1/2001 11:02:38 AM
From: straight life	Read Replies (1) of 196787

The new Red Herring (Feb 13) has a cover article on "Qualcomm in China" (sub-head: "Qualcomm's 8 year bid to enter China has become a matter of survival"). Not compelling reading. A snippet: "Qualcomm is using cleverly worded royalty agreements to plead it's case when it is obvious that CDMA2000 would be vastly more profitable for the company, suggests Wit SoundView Group analyst Matt Hoffman. He estimates that the difference in royalty revenue could be as much as 3% points due to the other parties, like ERICY, that stand to cash in on WCDMA patents" And: "The casual investor may have been fooled by Qualcomm's press release, but the AT&T Wireless move was a defeat," says Mr. Hoffman. Like I said, less than compelling.

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