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

QCOM 175.25

+0.6%

Dec 19 9:30 AM EST

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To: pcstel who wrote (22383)	5/8/2002 11:42:23 PM
From: samim anbarcioglu	Read Replies (1) of 197009

pcstel, <<Everyone was in the same camp and agreed to pay the same for WCDMA and CDMAOne/CDMA2000/EV. Now all of a sudden some the factions split and want to cap the rate! >> It is all up to NOK. They can pay QCOM's royalty (for which they acquired a licence to use and paid good money) and manufacture the 3G phones, or they do not. There are several other companies ruling in CDMA manufacturing right now. The presence of NOK does next to nothing for the demnad for CDMA at this point. They are not essential in the equation. And IMO certainly not counted upon as a competent, reliable, honest manufacturing customer. You mention some camp, and a sudden split in the groups. What's that all about? There's no camp. There is technology developer, and its customers those that are willing, can buy those that don't, can sell spare parts, connectors and things to 12 year old GSM networks in 2004. That's it. Actually Art Bechoefer had the best idea. QCOM should offer a 2% discount.. Only on CDMA2000, and let NOK and the others over there figure out how to deal with that.

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