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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 176.12-1.8%Dec 16 3:59 PM EST
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To: mightylakers who wrote (12236)6/29/2001 7:35:46 PM
From: pcstel  Read Replies (2) of 196972
 
ML: So if you look at the overall picture, Q's success is not because they controlled what the others can or can not do, but rather because of Q's own strength as far as CDMA technology concerns.

Do you really think if Samsung or Sanyo had been allowed a Aisc license that they would still be buying the quantity of Asics from Qualcomm? Or if MOT had been allowed to re-sell their IS-95A Asic, that their might have been more pricing pressure on Qualcomm Asic prices?

The Companies that were allowed to Re-Sell Asics had no built in customer in themselves to establish a market for.. While the Companies who did have a built-in customer (MOT, NOK, etc) were NOT allowed to resell them to other phone manufactures.. So I would agree with your statement 100% IF Qualcomm had allowed the MOT and NOK to resell Asics at Large!! Why were NOK and MOT NOT ALLOWED TO DO SO??(Maybe because, MOT pays a lower royalty rate than the average)? It 's called Protectionism!! You license companies who have no customer base as a Re-Seller.. In addition, You limit those companies that are thier own customers (MOT, NOK) the ability to enjoy the economics of scale that Qualcomm enjoyed.. After all.. Only Qualcomm had the ability to Re-Sell Asics.. and were their own customer in UT's and Infrastructure. Hey.. They are allowed in my eyes.. They invented it!!! But, that is not what this conversation was about... Controlling the distribution model really helped them out.. IMO.

PCSTEL
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