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

QCOM 164.53

-0.4%

Jan 14 3:59 PM EST

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To: jackmore who wrote (29812)	12/7/2002 10:23:30 AM
From: John Biddle	Read Replies (1) of 197214

Why not? They have to have something to negotiate with...and to fuel the FUD machinery. The fun part is that this FUD machine could affect Eurovendors as much as Q, maybe more so. After all, which tech has higher royalties? If the WCDMA vendors were to agree to cut their aggregate royalties to the bone, to be equal to CDMA2000 and close to TD-SCSMA, what would those vendors have left in the technology which would encourage them to continue to support it? They would have given up their huge economic advantage over competing vendors and will have to compete purely on merit. Not a comforting prospect for them. Also, I doubt that they can deliver on greatly reduced total WCDMA royalties, because there are so many companies to rein in, some of which have profit prospects ONLY if they get some royalties, since they will not be manufacturing.

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