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

QCOM 174.69

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Dec 24 12:59 PM EST

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To: Ramsey Su who wrote (23961)	6/20/2002 11:10:55 AM
From: JohnG	Read Replies (1) of 197030

NOK 1X in China. Most likely, NOK would love to dump low end 1X ASICS in China to damage QCOM's ASIC sales and build NOK's own volume. However, I doubt that NOK has a license to be a merchant seller of 1X ASICS -- probably just to incorporate in NOK phones with the NOK custom interface. I am sure China would love to purchase the least expensive ASICS possible. Whether any cost less than the MSM6000 is an open question. NOK's moves aften appear to be aimed at damaging QCOM as much as helping NOK. If QCOM grants such a license to NOK, iI am sure that its terms would be stiff. Typically NOK makes a big mess for QCOM as for example, on the sync channel issue. The plus might be that Unicom would get some economical phones if China allowed non-Chinese companies to compete.

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