Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 169.27

-4.8%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Biddle who wrote (33778)	3/31/2003 7:58:45 AM
From: Ramsey Su	Read Replies (2) of 197175

This is the entire PR from Nokia. A few things do not add up. press.nokia.com Nokia does not have a CDMA manufacturing license in China. However, two of the JV partners, Capitel and Putian, do. I am not sure if Capitel has a CDMA handset line right now. Putian has some type of JV with Toshiba and I believe they claim part the first 1x camera handset as their own. I believe every CDMA handset in China now has a qcom chipset. With the exception of MOT, all are probably paying qcom the China royalty rate. So for Nokia to be manufacturing handsets in China, they have two options: 1. team up with Capitel or Putian. 2. obtain license similar to MOT. It seems unlikely that China would allow option 2. If NOK uses option 1, then they would be at a huge disadvantage if they use non qcom chipset and have to pay the much higher royalty rate.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next