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

QCOM 178.29

-1.6%

Dec 12 9:30 AM EST

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To: Eric L who wrote (8199)	3/6/2001 4:55:56 PM
From: Webster	Read Replies (1) of 196958

Perhaps DOCOMO had an elixir served up by NOK, that they could create a cartel (similar to GSM) where all non-cartel members would pay a royalty (say 15% to 18%). Thus DOCOMO may believe that they are creating the world wide standard of w-cdma as it is different from the EU w-cdma. Now if DOCOMO believes that they are creating the world standard then they would perceive that royalties would flow to them (assuming they have the w-cdma cartel). Sounds good for DOCOMO, unless their version of J-W-cdma doesn't work well, is late to market or has a higher cost business model. A face saving possibility is for docomo to say they are going to "leverage" their existing w-cdma infrastructure and adopt 1xev and then say they will convert to w-cdma at a later date (which never happens). FWIW Thanks Web.

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