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

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To: Art Bechhoefer who wrote (32950)	2/28/2003 10:30:43 AM
From: kech	Read Replies (1) of 197243

Art- It is hard to see the royalty issue as the critical issue in preventing CDMA2000 adoption since WCDMA is the same rate plus more to the other providers. Why do you think it is a key issue? I think the best explanation has to do more with other adjacent networks, political issues and some backward compatability links with existing GSM-MAP that the people on the Nokia thread talk about. I agree with you that on the margin a lower royalty might make some difference for some providers in say LA or China but am not sure how much of a difference. I would think the performance of CDMA2000 and examples of data ARPU would have more of an impact on adoption. The capacity and equipment cost advantages are far more important in considering overall installation costs. In addition, cutting royalties would definitely reduce the immediate earnings for shareholders and I am not in favor of that. Just some comments. Tom

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