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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 171.65

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To: Sam Citron who wrote (124927)	10/29/2002 4:32:55 PM
From: Eric L	Read Replies (2) of 152472

Sam, re: TD-SCDMA << This is probably true as well. However, it doesn't necessarily mean that a currently small Chinese start-up will play along. If there is a strong enough incentive to avoid the royalty and/or enforcement is lax, it will happen and it will happen first in China. >> This reminds me of a passage in Grahame Lynch's book, "The Bandwidth Bubble Bust", in which he recounted events at the Asia Telecom Show in Hong Kong in 2000: Communications Minister Wu Jichuan stated that his country would not pay foreignors for the IP rights used in domestically produced and teployed telecomm technology. To accentuate his point, utterred in Mandarin he said thet while many people had different opinions on this, the only one that counted was his. Down the hall, Qualcomm CEO, Irwin Jacobs told a closedcircuit TV audience that technology transfers of CDMA to china were going to plan and that China would have to pay royalties on its home grown TD-SCDMA technology. Presumably all is settled, but one never knows. - Eric -

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