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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 173.96+1.4%Nov 11 3:59 PM EST
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To: ASB who wrote (30590)1/1/2003 7:35:50 PM
From: cfoe  Read Replies (1) of 196608
 
...it's politically motivated...the Koreans don't want to admit that Qualcomm royalties are actually very reasonable.


So this leads to the question: who (as in what audience) are the Koreans critics of QCOM's royalty rates playing to?

Maybe the average analyst does not know this, nor the average investor either, but everyone who counts - QCOM, the Korean manufacturers and the Korean governing bodies know that the GSM royalty rates are way higher than QCOM's.

One possibility is that this is tied to the Korean complaint about the CDMA royalty deal the Chinese got. I doubt it will work, but I guess from the Korean point of view there is no harm in trying.

Another is that it is anti-Americanism showing up in the wake of the tragedy of the two girls killed by one of our armored vehicles in an accident and the fact that the soldiers involved were recently found innocent.

Further complicating things is the fact that now more than ever S. Korea's survival depends on the U.S. They must really resent that, but them's the facts of life. We are all that stands in the way of the N. Koreans marching south one more time.
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