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

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

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To: qbull who wrote (28536)	11/6/2002 3:19:48 PM
From: Michael Allard	Read Replies (1) of 196720

WCDMA Royalties... The way I read this, Nokia et al are lowering the royalties on WCDMA to make the product more competitive with CDMA2000. (Not less expensive, just more competitive). They will never lower their rates on GSM - they don't have to - the GSM base is protected from CDMA competition. But 3G is a different story, and they are realizing that they will not be able to maintain their 25% royalty rate and come close to competing with CDMA2000. I think they are seeing CDMA200 as a real threat to WCDMA.

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